Zoho Invoice

FAQ

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How do I issue a refund for returned goods?

You can issue a refund for returned goods by:

  • Directly initiating a refund for an Invoice; or
  • Creating a Credit Note.

Directly initiating a refund for an Invoice

Whenever your customer returns your goods, you don’t necessarily have to create a Credit Note and apply it to the invoices that are created in the future. You can also record a refund for the return of goods. In order to do that, kindly follow the below mentioned steps:

Create credit note
  • Go to the Invoices section on the left side bar.
  • Select the invoice for which you would like to record a refund.
  • Click on the More drop-down in the invoice and select the Create Credit Note option and hit the Save button on the following page.
  • A Credit Note will be created for the invoice amount.
  • Click on the More drop-down and select the Refund option.
  • Enter the amount and choose a payment method.
  • Click on the Save button to record the refund.

Creating a Credit Note

A refund for goods returned to you by the customer can be issued in the form of a Credit Note. You can create a Credit Note for the invoice you wish to refund and apply it to the invoices that are created in the future.

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

  • Go to the Invoices section on the left sidebar and 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.
  • You can apply this Create Note to the invoices that you create in the future.
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