How to return a sales invoice from the Rewaa platform

Learn about the steps to return a sales invoice and issue a credit note.

Sometimes you may need to return a sales invoice due to the customer's desire to return products, or due to an error or missing information in the invoice. The Rewaa platform allows you to issue a return invoice, known as a "credit note", through the cashier screen.

⚠️ Note: Sales or return invoices cannot be deleted or modified after issuance according to the directives of the Zakat, Tax and Customs Authority. Therefore, please verify the accuracy of the data before issuing the invoice.

ℹ️ Note: If you are using the (Rewaa Cashier) app, click here to learn the steps to return sales invoices.

#Steps to Return a Sales Invoice

#1. Open the Sales Box

1. Go to Sales & Customers > Points of Sale.

2. Open the sales box.

3. Click on "Invoice List".

4. Search for the invoice using the designated search fields.

5. Click on the invoice to access the details.

#2. Select the Products You Want to Return

Return All Products

1. Check the first box next to (Product Name) to select all products.

2. Click on "Return".

Return a Specific Product

1. Check the box next to the products being returned.

2. Click on "Return".

Return a Specific Quantity of a Specific Product

1. Check the box next to the product to be returned.

2. Enter the quantity of the product to be returned.

3. Click on "Return".

#3. Choose the Payment Method and Issue the Invoice

Return the Amount Using One Payment Method

1. Select the payment method to be used for the return.

2. Click on "Return".

3. The return invoice is issued immediately and appears for printing.

Return the Amount Using Multiple Payment Methods

1. Enable the "Multiple Payment" option.

2. Enter the amount to be returned for each payment method.

3. Click on "Return".

4. The return invoice is issued immediately and appears for printing.

Return a Deferred Sales Invoice

1. Select the payment method "Credit".

2. Click on "Return".

3. The return invoice is issued immediately and appears for you to print.

ℹ️ Note: When selecting the payment method (Credit), the amount is deducted from the customer's total outstanding amounts.

#FAQs

1. I discovered an error in the payment method after returning the invoice, how can I correct it?
   The return invoice cannot be modified after issuance, to resolve the error.

   1. Issue a new sales invoice identical to the return invoice containing the error.

   2. Return the issued invoice and add a note explaining the reason for the return.

   3. The amount will be adjusted and the transaction corrected.

   💡Example: You issued an invoice and chose the payment method (Cash), and upon returning it, you mistakenly chose (Credit Card). To resolve this, issue a new invoice with the same data using the payment method (Credit Card), then return it using the correct payment method (Cash).

2. How can I know the status of the invoice if it was previously returned?
   When accessing the invoice details, the product status appears as (Returned).

3. Can I see all the invoices that have been returned through the cashier screen?
   Yes, this can be done through the invoice list > select receipt type: Returned Receipts.

4. How can I know the deferred invoices that have been returned?
   Through the invoice data, the invoice name (Credit Note) appears. The amount appears in negative.