Create a return authorization from an invoice

Create the return from an invoice to preserve the link to the billed transaction and carry its eligible items into the return. Open Menu, and then select Receivables > Invoicing > Invoices.

Before you begin

You need an eligible invoice with items available to return.

To create a return authorization from an invoice

1. Open Menu, and then select Receivables > Invoicing > Invoices.
2. For the invoice, open its row Actions menu, and then select Create return authorization.
3. On New return authorization, verify that Created from identifies the invoice.
4. Review Return start date, customer, receiving location, addresses, tax information, purchase order, memo, and discount.
5. Remove item lines that are not being returned. For each returned item, edit and confirm the quantity, rate, and discount, and then select the check mark.
6. Select Submit.

QuickStart creates and starts the return authorization.