Hi,
I’m trying to understand better the refund process in Erpnext because everytime it’s a pain.
Let says, I have a Sales order for an in stock item. Item is delivered with delivery note. Sales invoice is created and paid.
Now the customer want to return 1 item and but something new.
- I need to go in the sales invoice and make a Return / Credit note. Then it create a negative balance on the customer account.
- I need to go to the delivery note to create a Sales return (to restock the item because it’s not possible to do it in the Credit note directly).
- I need to close the sales order because it’s now open and incomplete because I now I one item not delivered.
- I create a new invoice for the customer BUT I can’t apply the negative balance on his account the the invoice. Payment reconcillaiton tool doesnt work either for that.
- Go to journal voucher to make a entry to apply the payment to the invoice so the outstanding amout is right.
- Enter customer payment to close this invoice.
Am I missing something or this is really complicated? How can I learn this to an employee and make sure he dont forget anything and dont forget to put the item back in stock so the inventory balance…