The following guide is a tutorial on processing returns as a Store Credit in the ERPLY Back Office. Note that the original sale must be completed and have a payment associated with it before continuing with a return. This process works with both sales that were taken at the Point of Sale or in the Back Office itself.
Step 1: Go to the SALES module and click on Invoices.
Step 2: Locate the original invoice, receipt, or other document.
Step 3: Once opened, click on the elipses (…) icon at the bottom of the screen. This will open up a pop up window.
Step 4: From this window, select Return/Credit.
This will then create a Credit Invoice with all the products from the original document, but with a negative amount.
Step 5: From here, you can choose which items are being returned. In this example, we will be returning all items on the original sale, so no changes need to be made. Once finalized, click Save and Confirm. After confirming, the customer’s account balance will update and the credit invoice will be associated with the original document.
Below are the payments associated with the original Invoice. A Credit Invoice payment has been added.
Below is the payment associated with the Credit Invoice. A Credit Invoice payment with a negative amount (as shown in parentheses) has been added.
You can view the customers balance by searching for them, or by clicking on their name in the invoice list.
You can also get a line by line report of their balance by clicking See Balance Report next to the Customer Balance highlighted in green.
Note: From here, you can access all documents associated with the customer as well as review their balance in detail. Notice that they have a positive credit amount total and a negative balance. This means they have a credit amount available to spend.
Under the SALES module, go to Invoices and enter either the original Invoice # or the credit Invoice (return) #. Once located, you will notice that the related document is listed on the far right of the line. Here you can see the Credit Invoice # (100013K), and the related Invoice (100012):
Related invoices will be preceded by a “<” if it is an earlier document and by a “>” if the related document was generated later. Clicking on the related document number after the “<” or “>” will open it for review.