Sales return

This module is used to create sales returns ( Credit notes).

Create sales return (Credit Note):

  • Go to the Sales module in the left sidebar.
  • Click on the Sales Return button.
  • Click on the Create sales return button or press the Alt+N key.
Sales return listing page without demo
Sales return listing page without demo

Create a sales return page
Create a sales return page

FieldDescriptionNote
CustomerSelect the customer for creating a credit note.When you select a customer, the invoice list opens in the sidebar. From there you can select which invoice item to return.
GSTIN/UINAs you select the customer, the GST number will automatically come here from the ledger.This field is disabled.
Credit note No.Credit note No. is auto-generated.
Credit note dateHere write the credit note date.Mandatory field
Billing addressIf you have written the address in the customer account then as you select customer, the Billing address will automatically come here.Mandatory field
Shipping addressIf you have written the address in the customer account, then the shipping address will automatically come here as you select the customer. you can also able to change the shipping address. 
Checkbox for Transport labels and E-way dataIf you require to add transportation data and E-way data then click on this checkbox.
Transporter nameHere select the transporter name. here also you are able to create new transporter account.
Vehicle no.Here write vehicle no.
LR. no.Here write LR. no.
LR. dateHere write the LR. date.Mandatory field
Product/ServiceHere data is auto-showing from the original sales invoice.
Batch No.Here data is auto-showing from the original sales invoice.
Invoice NoHere data is auto-showing from the original sales invoice.
Invoice DateHere data is auto-showing from the original sales invoice.
Invoice QtyHere data is auto-showing from the original sales invoice.
QuantityHere write the sales return quantity.Mandatory field
Rate (₹)Here write rate.Mandatory field
GST Rate(%)As you select the item, GST Rate automatically comes here from the item master.
CESS(%)Here write the CESS percentage.
Amount (₹)As you write the item quantity, and item rate then the amount will show here.
Special notesHere write a special note for this credit note.
Auto round offThis checkbox is used for the total amount set in the round.
Save & nextThis button is used to save the sales return and page redirect on the same page.
SaveThis button is used to save the sales return and page redirect on the Sales return listing page.
Field information

Shortcut Description
Alt+SSave – This shortcut is used to save the credit note.
Alt+NSave & Next – This shortcut is used to save the credit note and redirect to the same page.
Alt+PSave & Print- This shortcut is used to print credit notes.
Alt+DDiscard- This shortcut is used to discard the credit note.
Alt+CCancel- This shortcut is used to cancel the credit note. ( work as for Back button)
Shortcut information

FieldDescriptionNote
Row per pageThis drop-down list is used to view sales return entries per page  
StatusThis filter is used to show data status-wise.
DateThis filter is used to show data date-wise.
Search The search function is used to find any sales return ( Credit note ). 
ActionsHere multiple types of actions are available, Edit, View, Print, Delete and Cancel 
EditThis action is used to edit sales returns.
ViewThis action is used to view sales returns.
PrintThis action is used to print sales returns.
DeleteThis action is used to delete sales returns.
CancelThis action is used to cancel sales returns.