Creating customer return & processing

NJ
2 Posts
Cover User

Creating customer return & processing

Hi,

I read all forum discussions regarding above & unfortunalelt still I am unable to create a sales return.

Can you please help...

6 REPLIES
MYOB Staff Post RienaP
1,401 Posts
MYOB Staff Post
New Zealand

Re: Creating customer return & processing

Hi @NJ,

 

A warm welcome to MYOB community forum and I hope you find this useful.

 

There is a two-step process - firstly, create a customer return and secondly process the customer return and either allocate it to an existing open invoice or to pay a refund to the customer if they have completely paid their invoice. I have provided you with a link that explains step by step the processes of creating customer return and processing it. 

 

I have also worked out for you as an example.

 

Step 1 - Create a customer return

Sales menu>>create customer return>>Select your customer>>Enter appropriate description>>Amount/Date>>Save.

24 April -2.png Step 2 - Sales>>Process customer returns>>Highlight the returns>>Apply to Invoice/Pay refund>>

You will be directed to this page. You need to enter the correct date of return and write down the amount returned as highlighted below.

 

24 April -3.png

 

Hope this helps and for further detailed reference, I would strongly recommend you to go through the Help page that I have provided a link to in this post.

 

Hope this helps. Please let us know how you go as we are happy to help further. Smiley Happy

 


Regards,
Riena
MYOB Training Specialist
Experienced Cover User CTF
20 Posts
Experienced Cover User

Re: Creating customer return & processing

Was this solved??

MYOB Staff Post RienaP
1,401 Posts
MYOB Staff Post
New Zealand

Re: Creating customer return & processing

Hi @NJ,

 

I am waiting for @NJ to let us know if this has solved the problem.

 

I would really appreciate some feedback @NJ so the post can be marked as Accepted.  

 

@CTF if there is anything we can help with, please let us know. 

 

 


Regards,
Riena
MYOB Training Specialist
Experienced Cover User CTF
20 Posts
Experienced Cover User

Re: Creating customer return & processing

Hi there

 

I had a similar problem which was resolved by creating a dummy "item" in the first instance.  I am aware that not all businesses work with items (we don't either) but by creating a dummy item before attempting a customer return as out lined below, it works.  MYOB is aware of this glitch.  

 

Hope this helps. 

NJ
2 Posts
Cover User

Re: Creating customer return & processing

Not really. It does not save... my business is a Service type, Not selling goods. Is there any restriction on returning service type businesses in MYOB Essential?

MYOB Staff Post RienaP
1,401 Posts
MYOB Staff Post
New Zealand

Re: Creating customer return & processing

Hi @NJ,

 

Many thanks to @CTF for the contribution and sharing with us.

 

@NJ Service business can also create an item for service  and no there is no restrictions on returning service type in Essentials. Can you please elaborate what is not saving as per your post?

 

If you are nt able to save the item, I have captured a window which may help to create an Item as Overcharged for Service.

 

 

may 1 -1.png

 

Once you have created an Item then please follow the notes above to process your customer return and processing. 

 

Let us know how you go as we are would like this to be resolved as soon as possible. 


Regards,
Riena
MYOB Training Specialist
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