How do I issue a refund for returned goods?

A refund for goods returned to you by the customer can be issued in the form of credit notes.

If you’ve enabled inventory tracking for your items in Zoho Books and raise a credit note towards an item returned by a customer, the stock level for this item will be adjusted accordingly.

When a customer partially or fully returns the goods you’ve supplied to him,

  • Scroll down to the Sales tab on the home page of Zoho Books, and open the Invoices section.
  • Open the corresponding invoice that represents this transaction
  • Click on More - Create Credit Note.
  • Under item details, specify the exact quantity that has been returned, and create the credit note.

Now, the inventory of these returned goods is automatically updated in Zoho Books.

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