A return can be initiated for orders which have been completed/delivered. Any payments made on the invoice can be refunded. You can also create a partial refund and return.
Creating Return Shipment/Receive Item directly
Main Menu -> Sale Orders ->View orders-> Select Order (Completed order) -> Fulfillment -> Initiate Return.
Select the quantity to be returned.
You can either return the item(s) directly or create a return shipment.
Select the reason for return from the dropdown
Receive Items Directly.
Mark the inventory adjustment (restock/damaged/lost).
Select the checkbox to refund and update the amount to be refunded.
Select convert to 'Store credits' or 'Give a refund'. If 'Give a refund' is selected, then select the payment method from the dropdown.
Click on Receive Items and refund.
Create Return Shipment
You can assign a shipper and give the shipment tracking ID and mark it as shipped.
Once the return shipment arrives at the facility, you can receive the items.
Select receive items, mention the inventory adjustment (restock/damaged/lost) and confirm.
Item will be marked as returned.
If a refund is being made against this return, please select the checkbox, select the mode of refund and confirm the refund
Click on Receive Items and Refund.
Impact on QBO
Refer to our QuickBooks Online article for more details about return and refund impact on QBO.