Create a standalone return authorization

Create a standalone return authorization when the original invoice or sales order is unavailable. Open Menu, and then select Sales > Returns.

Before you begin

Create the customer and the products or services being returned. For inventory items, configure a receiving location.

To create a standalone return authorization

1. Open Menu, and then select Sales > Returns.
2. Select Create return authorization.
3. Select Customer.
4. Review Return start date, Receiving location, purchase order, tax registration, addresses, memo, and posting period.
5. Enter a negative Discount and select its discount type when a return-level discount applies.
6. Select Add item, select each product or service, and enter its return quantity and rate. Use the pencil icon and check mark to update a line.
7. Select Submit.

QuickStart creates and starts the return authorization.