In MYOB Essentials, customer returns include goods returned, services not used or received, or credits given for invoice overpayments.

• First, you need to create the return. See To create a customer return.
• Then, you need to either apply the return to an unpaid invoice, or issue a refund. For more information see Processing customer returns.
  Note that if the customer has no unpaid invoices and doesn’t want an immediate refund, you can create the return now and process it in the future, against the customer’s next invoice.

To create a customer return x

1. On the Invoices page, click Create return. The Return from page appears.
   A Return number is automatically generated, based on the last number used. If you want, you can change this number.

   Changing the numbering

   If you change the return number, you’ll change the automatic numbering. For example, if you change the number to CN000081, the next time you create a return, LiveAccounts will display the new return number as CN000082.

2. In the Customer contact field, either enter the customer’s name, or select the customer from the list. The customer’s address details appear in the field below.

   Date of issue

   The date in the Date of issue field is automatically generated.
3. From the Amounts are list, choose an option.
   • If you want the prices to include tax or GST, choose Tax inclusive (Australia) or GST inclusive (New Zealand). Note that this is the default preference.
   • If you want the prices to exclude tax/GST, choose Tax exclusive (Australia) or GST exclusive (New Zealand).

4. In the Item column of the list, either enter the number of the item being returned, or select it from the list.
   The Description, Allocate to, Unit price and Tax rate (Australia) or GST type (New Zealand) fields appear, based on the details you entered when you created the item.
   The Qty and Total also appear. The default quantity is 1. You can change this in the Qty field.

   Note:

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

5. Repeat from step 4 for each item being returned. The totals are calculated at the bottom of the return:

   • Sub total—the total for the items added to the return

   • Tax/GST—the amount of tax or GST applied to the return

   • Total—the subtotal amount plus the tax or GST amount

   • Amount paid—the total of any return amount paid

   • Amount due—the total minus the amount paid.

   Note:

   If you have a batch of returns, you can click Save at this point and repeat the above steps for each of the customers, and complete the crediting and refund processes later.

6. If you want to add a note about the return, enter it the Notes field. These notes will appear on the invoice that is sent to the customer.

7. Check that all the information in the return is correct.

8. Click the Process return link at the top right of the page when finished. A message appears, asking if you want to record and process this return.

9. Click Yes. The Process customer returns page appears, listing the details of this and any other outstanding customer returns.

10. If the customer:

    • has an unpaid invoice which you can apply the return to, go to To apply a return to an unpaid invoice.

    • either has no unpaid invoices, or wants an immediate refund, go to To issue a return as a refund.

    • has no unpaid invoices and wants to credit the amount against a future invoice, wait until the customer is next invoiced, and then go to To apply a return to an unpaid invoice.

To edit a customer return  x

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

1. In the invoices list, display customer returns and credits by filtering the list by Returns.
2. Double-click the return you want to edit. The Return from page appears, showing the return details.
3. Make any changes to the return.
4. To:
   • save the changes without sending a copy to the customer, click Save. The Return from page reappears.
   • save the changes and send a copy to the customer, click Preview & Print or Resend to customer. In the window that appears, complete the fields and click Email to customer or Print. For more information, see Emailing, previewing and printing customer returns.

To delete a customer return x

1. In the invoices list, display customer returns and credits by filtering the list by Returns.
2. Double-click the return you want to delete. The Return from page appears, showing the return details.
3. Click the Delete link. A confirmation message appears.
4. Click Yes to delete the invoice. The Invoices page reappears.