[IMP] sales: fix returns and refunds

closes odoo/documentation#3402

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
This commit is contained in:
Melanie Nguyen (meng) 2023-01-24 22:55:34 +00:00
parent 8eea9e694f
commit 2fb777e3e8
3 changed files with 7 additions and 30 deletions

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@ -42,7 +42,7 @@ After invoicing
===============
Sometimes, customers return an item after they receive and/or pay for their invoice. In these
cases, a return using only *Reverse Transfers* is impossible since validated or sent invoices
cases, a return using only *Reverse Transfers* is insufficient since validated or sent invoices
cannot be changed. However, *Reverse Transfers* can be used in conjunction with *Credit Notes* to
complete the customer's return.
@ -58,39 +58,16 @@ which is validated by the warehouse team once the return is received. Then, on t
:guilabel:`Delivered` quantity will reflect the difference between the initial validated quantities
and the returned quantities.
Since the returned products have already been paid for, the validated invoice must be modified to
reflect the return. Navigate to the relevant invoice (from the sales order, click on the
:guilabel:`Invoices` smart button). Then, click on the :guilabel:`i` icon next to the
:guilabel:`Paid` line at the bottom of the invoice to open the :guilabel:`Payment Info` window.
Next, click :guilabel:`Unreconcile`.
.. image:: returns/unreconcile-button.png
:align: center
:alt: The "Unreconcile" button.
After the invoice is unreconciled, the options for :guilabel:`Send & Print` and
:guilabel:`Register Payment` become available again alongside a note that there are outstanding
payments for the customer.
To process a refund, click :guilabel:`Add Credit Note` from the validated invoice.
To process a refund, navigate to the relevant invoice (from the sales order, click on the
:guilabel:`Invoices` smart button). Click :guilabel:`Add Credit Note` from the validated invoice.
.. image:: returns/credit-note-popup.png
:align: center
:alt: The "Credit Note" pop-up window, to issue a credit to the customer after invoicing.
Choose whether to issue a :guilabel:`Partial Refund`, :guilabel:`Full Refund`, or
:guilabel:`Full refund and new draft invoice`. The :guilabel:`Partial Refund` option creates a
draft credit note that can be edited before posting. The :guilabel:`Full refund and new draft
invoice` option validates the credit note and duplicates the original invoice as a new draft.
A :guilabel:`Reason` for the credit and a :guilabel:`Specific Journal` to use to process the credit
can also be specified. If a :guilabel:`Specific Reversal Date` is selected, then a
:guilabel:`Refund Date` must also be selected.
can be specified. If a :guilabel:`Specific Reversal Date` is selected, then a :guilabel:`Refund
Date` must also be selected.
After the information is filled, click :guilabel:`Reverse`. Then, for a :guilabel:`Partial Refund`
or :guilabel:`Full refund and new draft invoice`, :guilabel:`Edit` the draft as needed, and
finally, click :guilabel:`Confirm`.
.. image:: returns/outstanding-payment-banner.png
:align: center
:alt: The "outstanding payments" banner.
After the information is filled in, click :guilabel:`Reverse`. Then, :guilabel:`Edit` the draft as
needed, and finally, click :guilabel:`Confirm` to confirm the credit note.

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