In case a refund or exchange is required, there's an easy way to refund the original sale and raise a new invoice.
How to apply refunds & exchanges
As an accounting policy, invoices cannot be edited once raised but they can be refunded or exchanged. Shedul will keep track of the original invoice and sale, and create a new negative invoice to process the refund or exchange. This ensures your historical sales are static and a new invoice is issued for your client's reference. To locate the relevant invoice,
2. Use the search bar located on the right to find the invoice and select it
3. Scroll to the bottom to select More Options > Refund
4. Select Refund
5. You are now given the option to + Add item to sale to create an Exchange
6. Finally, create a negative sale or exchange by selecting the relevant payment type
TIP: If you are refunding the client for a Product, the product item will be returned to your stock levels after the negative invoice has been raised.
NOTE: Invoice dates and Payment dates cannot be backdated or edited as Shedul tracks all sales and reports in real time.
For more invoice related articles, see: