When a Customer wants to return the items that have been purchased, a Return Invoice should be created in Free Accounting.
To open this window select Customers / Return Invoices List or Company / Documents / Return Invoices List on the main menu or click the button  in the Navigation Pane and select Return Invoices List from the Company menu.
To create a Return Invoice in the Free Accounting application, use the following steps:
- Right click in the Return Invoices List window and select Add, or
press the New button on the main menu, or
select File / New / Document / Return Invoice.
- In the Create Return Invoice window, select the Customer, who is returning you the items.
- Select the Invoice you want to create the Return Invoice for.
- Click the OK button.
- Enter the required information on the New Return Invoice window.
Bill To - The name of the Customer who is giving the items back.
To add a new customer, go to the
New Customer window, by selecting Add New from the Bill To drop-down.
Customer Address - The address of the Customer where any notice, statement or bill relating to the Customer is sent.
Ship To Address - The address of the Customer the items are shipped from.
Reference Number - The number of the document the current Return Invoice refers to.
Return Invoice Number - This is the number of the document auto-assigned by the Free Accounting application.
Date - The date the Return Invoice was created. By default, the value of this field is a today's date, you can change it manually.
Ship Via - The shipping method is set on the Customer's record. If necessary, you can change it for this document.
To add a new shipping method, go to the
New Ship Via window, by selecting Add New from the Ship Via drop-down.
Item - The number of the item that is being returned.
Description - The description of the item.
Reason - The reason of the return.
Returning - The quantity of the items against the Invoice.
Returned - The quantity of the items already returned by the Customer.
Quantity - The quantity of the items being returned by the Customer on the current Return Invoice.
UOM - The unit of measure the items are being returned in.
Price - The price of the item.
Total - The price of the item multiplied by its quantity.
Tax - The Sales Tax code defines whether the items are taxable or non-taxable. Tax jurisdiction should be selected in the Tax field at the bottom of the window.
Comments - Your personal comments about this document.
Tax field - The name of the Tax Jurisdiction.
Total Tax - The total tax amount for all the items.
Gross Total - Shows the amount of the return plus Total Tax amount.
- Save or approve the current document using the Documents Toolbar.
The Return Invoice can have one of the following statuses:
- Current - Document was saved, but not approved.
- Approved - Document was saved and approved, but the items of the corresponding Invoice have not been yet returned by the Customer.
- Partially Returned - Items were partially returned by the Customer based on the Credit Memo.
- Returned - Items were fully returned by the Customer based on the Credit Memo.
See the Right-click Function window for the information about the right-click function of the Return Invoices List window.
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