Add a return to a vendor

In the Vendor Returns screen, you can enter information about products that you return after buying them from a vendor.

  1. In the Bills screen, click the Returns to Vendors button.
  2. Click New Product Return.
  3. Enter the required information.
  4. Click Save to save and enter another return, or Save & Close to save the return and close the screen.

A product's return to the vendor must be followed by a return invoice.

  • If you are going to issue the invoice through OnBalance, choose My Company in the NFe Issued By field.
  • If you have issued or will issue the invoice through a system other than OnBalance, choose No Fiscal Document in the NFe Issued By field.
  • Each one of these options changes the required data on the screen, making it easier to complete the fields for each situation.

The products returned to the vendors are removed from the inventory. For more information, see View inventory history.

If the return to the vendor involves the return of financial resources, this return should be registered separately in the Transactions screen.

In case the original purchase has been added to OnBalance, see Importar produtos de uma venda para o registro de devolução to see how to import its products for a new return register, to avoid having to enter all of the purchase information again.

The availability of some or all of these features depends on your version of OnBalance.