diff --git a/content/applications/sales/sales/products_prices/returns.rst b/content/applications/sales/sales/products_prices/returns.rst index b9c45c0d3..5fb60d322 100644 --- a/content/applications/sales/sales/products_prices/returns.rst +++ b/content/applications/sales/sales/products_prices/returns.rst @@ -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. diff --git a/content/applications/sales/sales/products_prices/returns/credit-note-popup.png b/content/applications/sales/sales/products_prices/returns/credit-note-popup.png index 5972a209e..1652bee57 100644 Binary files a/content/applications/sales/sales/products_prices/returns/credit-note-popup.png and b/content/applications/sales/sales/products_prices/returns/credit-note-popup.png differ diff --git a/content/applications/sales/sales/products_prices/returns/outstanding-payment-banner.png b/content/applications/sales/sales/products_prices/returns/outstanding-payment-banner.png deleted file mode 100644 index c302cdafa..000000000 Binary files a/content/applications/sales/sales/products_prices/returns/outstanding-payment-banner.png and /dev/null differ