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

Sales return module with demo entry
Sales return module with demo entry

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.
PrefixHere write the credit note Prefix.
Credit no.Credit no is auuto-generate.
Credit note dateHere write the credit note date.Mandatory field
Billing addressIf you have written the address in the customer ledger then as you select customer, the Billing address will automatically come here.Mandatory field
Shipping addressHere write the shipping address. If the shipping address is the same as the billing address then click on the “same as billing address” checkbox. 
Billing PincodeAs you select the customer, the Billing Pincode number will automatically come here from the ledger.Mandatory field
Billing StateAs you select the customer, the Billing state will automatically come here from the ledger.Mandatory field
Shipping PincodeHere write the shipping address Pincode.Mandatory field
Shipping StateAs you write the shipping Pincode, the shipping state will automatically come here.Mandatory field
Checkbox for Transport labels and E-way dataIf you require to add transportation data and E-way data then click on this checkbox.
LR. no.Here write LR. no.
Vehicle no.Here write vehicle no.
Transporter nameHere write the transporter name.
Transporter doc dateHere write the transporter document date.Mandatory field
PRODUCT/SERVICEHere is data auto-showing from the original sales invoice.
ORG. INVOICE NOHere is data auto-showing from the original sales invoice.

ORG. INVOICE DATE.
Here is data auto-showing from the original sales invoice.
ORG. QTY
Here is data auto-showing from the original sales invoice.
QTY
Here 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 item name, item quantity, item rate, and discount then the amount will show here.
Special notesHere write a special note for this credit note.
TCS sectionHere select the TCS Section rule.
TCS (%)As you select the TCS Section rule, TCS (%) will come here.
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.

Shortcut Description
Alt+SSave & Next – This shortcut is used to save the credit note.
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)