Return an Item to a Vendor

To return an item that you purchased:

1. Create a new purchase invoice.
   How?

   1. In the Home window, click Vendors & Purchases on the navigation pane.
   2. In the Tasks pane, right-click the Purchase Invoices icon and select Create Invoice from the menu.
2. Select cash, cheque, or a credit card in the Payment Method box, as on the original invoice.
3. Select or enter the vendor name in the Vendor box.
4. In the Invoice
5. No. box:
• If receiving a cheque, enter the cheque number.
• If receiving a refund by cash or credit card, enter R (for return) and then the original invoice number. This identifier will help you when you reconcile your Bank account.
6. In the Date box, enter the date on which a refund was issued.
7. Enter the item number.
8. In the Quantity box, enter the number of items you are returning, preceded by a minus sign.
9. Enter the dollar amount, preceded by a minus sign.
10. Select the appropriate tax code for this vendor.
11. If the original transaction included allocations to projects, click the Allocate button , and enter the project and the amount or percent to allocate. Then click OK to return to the invoice screen.
12. If necessary, in the Discount box, remove any payment terms.
13. Click Process or Print & Process to update the accounts.

Published: June 12, 2018
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