In MYOB Essentials, supplier returns include goods returned, services not used or received, or debits given for bill overpayments.

• First, you need to create the return using

• the To create a supplier return

•  procedure.
• Then, you need to either apply the return to an unpaid bill, or issue a refund. For more information

• see Processing supplier returns.
  Note that if you have no unpaid expenses from the supplier, and don’t want an immediate refund, you can create the return now and process it in the future, against the next expense from that supplier.

To create a supplier return 

Expando

1. On

1. the Bills

1.  page,

1. click Create return.

1. The Create supplier return

1.  page appears.
   

1. A Return number

1.  is automatically generated, based on the last number used. If you want, you can change this number.

   Info
   icon false title Changing the numbering
   If you change the return number, you’ll change the automatic numbering. For example, if you change the number to SN000081, the next time you create a return, MYOB Essentials will display the new return number as SN000082.

2. In

1. the Supplier contact

1.  field, either enter the supplier’s name, or select the supplier from the list. The supplier’s address details appear in the field below.

   Info
   icon false title Date of issue
   The date in the Date of issue field is automatically generated.

2. From

1. the Amounts are

1.  list, choose an option.
   • If you want the prices

1. • to include

1. •  tax/GST,

1. • choose Tax/GST inclusive

1. •  from the Amounts are

1. •  dropdown list. Note that this is the default preference.
   • If you want the prices

1. • to exclude

1. •  tax/GST,

1. • choose Tax/GST exclusive

1. •  from the Amounts are

1. •  list.

2. In

1. the Item

1.  column of the table, choose the item you’re returning, or select it from the list. The

1. item Description, Allocate to, Unit price

1.  and Tax rate/GST type

1.  fields appear, based on the details you entered when you created the item.

   If you don't have an item set up, you can leave the item field blank and fill in

1. the Description, Allocate to, Unit price

1.  and Tax rate/GST

1.  fields yourself.

2. If you're returning more than one of this item, change the value in

1. the Qty

1.  field.

1. The Total

1.  field will be automatically updated.

   Info
   icon false
   To remove an item from the list, click the delete icon ( Image Modified ) to the right of the item line.

2. In the next row of the table, repeat

1. from step 4

1.  for each item you’re returning. The totals are calculated at the bottom of the return:
   • Subtotal—the total for the items added to the return
   • Tax/GST—the amount of tax/GST applied to the return
   • Total—the subtotal amount plus the tax/GST amount
   • Amount paid—the total of any return amount paid
   • Amount due—the total minus the amount paid.
2. If you want to add a note about the return, enter it

1. the Notes

1.  field.
2. Check that all the information in the return is correct.
3. If you don't want to process the return right away, click

1. the Save

1.  button.
2. If you do want to process the return right away, click

1. the Process return

1.  button.

1. The Process supplier returns

1.  page appears, listing the details of this and any other outstanding supplier returns.
2. If you:
   • have an unpaid expense from this supplier which you can credit, go

1. • to To apply a return to an unpaid bill.
   • either have no unpaid expenses from this supplier, or want an immediate refund, go

1. • to To mark the return as a refund from a supplier.

To edit a supplier return 

Expando

You can double-click returns to open them for editing.

1. In

1. the Bills

1.  list, display supplier returns and debits by filtering the list

1. by Returns.
2. Click the return you want to edit.

1. The Edit supplier return

1.  page appears, showing the return details.
2. Make any changes to the return.

1. Click Save.

1. The Return to

1.  page reappears.

To delete a supplier return 

Expando

1. In

1. the Bills

1.  list, display supplier returns and debits by filtering the list

1. by Returns.
2. Click the return you want to delete.

1. The Edit supplier return to

1.  page appears, showing the return details.
2. Click

1. the Delete

1.  button. A confirmation message appears.

1. Click Yes

1.  to delete the return.

1. The Bills

1.  page reappears.