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Deleting customer returns

You can easily delete a customer return by opening it and clicking Delete. If the return has been applied to an invoice or refunded, you'll first need to delete the associated transaction—then you'll be able to delete the return.

We cover all these scenarios below.

Need to change a return? See Editing customer returns.

To delete a customer return (which hasn't been applied or refunded)

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  1. From the Sales menu, choose Customer returns.

  2. Find the return to be deleted using one or more of these methods:

    1. From the Customer list, choose a customer.

    2. In the Search field, enter all or part of a customer's name or the return amount. As you type, matching returns are shown.

    3. Click a column heading to sort the displayed list by that column.
      Need help finding the transaction?

  3. Click the Invoice no. for the return you want to delete.

  4. Click Delete.

  5. At the confirmation message, click Delete.

To delete a customer return (which has been applied or refunded)

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If a customer return has been partially or fully applied to an invoice or refunded, you'll first need to delete those transactions before you can delete the return.

Here's how:

  1. From the Banking menu, choose Find transactions.

  2. Click the Transactions tab.

  3. Find the transaction which represents the return application or refund.

    • If the return was applied to an invoice, set the Source Journal to Sales.

    • If the return was refunded, set the Source Journal to Cash Payments.
      Need help finding the transaction?

  4. Click to open the transaction you want to delete.

  5. Click Delete.

  6. At the confirmation message, click Delete.

You can now delete the return as described in the previous task.