Add a customer return

In the Customer Returns screen, you can enter information about products your customers return after buying them from you.

  1. In the Sales screen, click the Customer's Returns button.
  2. Click New Product Return.
  3. Enter the information.
  4. Click Save to save the return and add another return, or click Save & Close to save the return and close the screen.

A customer's product return must be followed by a return invoice.

  • If the customer has a company that issues invoices, he has the obligation to issue the invoice. In this case, choose Customer in the NFe Issued by field.
  • If the customer does not have a company that issues invoices, the obligation to issue this document is yours. 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 either to complete the fields for each situation. 

The products returned by customers are added back to your inventory. For more information, see View inventory history.

If the customer's product return involves financial resources, this return should be added separately in the Bills screen.

If the original sale has been added to OnBalance, see Importar produtos de uma compra para o registro de devolução to see how to import its products for a new return register, to avoid having to add it again.

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