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Small and medium business | Business Central, N...
Suggested Answer

Do you send the sales return order or the sales credit memo to the customer?

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I understand there are some differences between a sales return order and a sales credit memo in the ability to track and receive the inventory from a sales return much like a purchase order. My question is if both are used, do you send both documents to a customer, or just the credit memo as that is the one that is created for both documents? (i.e. create the sales return order, post it, then send the credit memo?) Thoughts/recommendations?

Kevin

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  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,111 Moderator on at

    The end result is the same for both - they will both end up as creditmemo if that is the result for the return of the item.

    The return order have some additional functionality for issuing new invoices for replacement items, price changes and things like that.

  • kjjson Profile Picture
    on at

    Is there a way to send the credit memo to the customer when the return sales order is posted, or do we have to open it when prompted and send it manually?

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