From a specific order or from the refund section located in the billing queue you can create and manage your returns, and refund payments to your customers.
To begin you can click on the:
Here you can create the refund and restock the items if needed. You can refund an entire order or only part of an order. You can also refund an order without restocking the item.
You can create a refund for one or multiple items that are being returned on an order or click +Add Order to select items from other orders for this customer.
Enter the refund details including any taxable amount and item refund amount you are issuing.
If you are restocking the item, you can check the box to Restock Item and select the warehouse location. You can restock any item that has been transferred from inventory. In addition you can restock non-inventory items such as drop ship items as long as they are not serialized or maintained with lot numbers in your catalog.
Depending on your process, if the return and refund is completed at once then you can set the status to completed. If the refund process will be handled at a separate time then you can leave it in a New status to be worked on.
The refund workflow is used independently of invoicing. The refund issued is not intended to be posted against invoices and it is not recommended that any additional steps be taken on prior payments posted to the applicable invoice.
For month end reporting, you can track refunds issued using the Refund report available under reports. This report will provide the detail needed to adjust returns from month end sales revenue.
You can track sales revenue using the revenue summary report for a specific period. You would then offset these sales with the total refunds issued for this period to get your net sales.