Generating Credit for Sales Order Return from Return Receipt, Applying Credit in Accounts Receivable

This video guides you through the process of generating and applying a credit for a sales order return in 10X ERP. After receiving the returned items, you'll create the credit, send it to the customer, and ensure it appears in the accounting module for further action.

• Locate the Sales Order Return by Searching in the Sales Orders Module or Main Search Bar
• Access the Receipt and Use the 'Send' Button (Paper) to Generate the Credit
• Adjust Financial Details on the Credit, Including Unit Price or Add-Ons if needed
• Publish and Send the Credit to the Customer
• Confirm the Credit Appears in the AR Invoices Table and Apply It to the Relevant Sales Order