(We drop ship everything)
If customer A has been invoiced for say 5 units and it then turns out that the order was split and 2 of these invoiced units actually went to customer B (this happens in the farming world!) we would need to credit customer A for 2 and re-invoice them out to customer B.
What's the best way of doing this?
*This post is locked for comments
You'll need to do a Sales Return Order and/or a Sales Credit Memo. The Sales Return Order will start the process of putting the item(s) back in your inventory so you can ship it to someone else (if applicable), but that will need to be received and put-away to stock. The Sales Credit Memo will refund the customer for the items that were returned.
BTW - You might want to be careful not to put item numbers on the Sales Credit Memo because it causes those items to show On Hand and that may not be desireable; you can use a GL Account instead of the item number.
#1
André Arnaud de Cal...
292,489
Super User 2025 Season 1
#2
Martin Dráb
231,305
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
