Last updated 22/01/2021
If you are exchanging one item for another, and - importantly - they are of the same value, then you can process this exchange within a Credit Note.
If the item is not being returned to stock, see the Credit Notes Help article for additional information.
If you are exchanging a product or multiple products that have a price that is greater than the product that is being returned, you cannot use a Credit Note.
Instead, you will create two transactions, one credit for the returned goods, and a Sales Order for the exchanged items.
This means that any additional amount to be paid by the customer will be correctly recorded as revenue in your accounting software.
If you are exchanging a product or multiple products that have a price that is lower than the product that is being returned, you can use a Credit Note.
Follow the steps in Exchanging Items like for like but at step 7 there will be credit given to the customer. Add the payment type that you are using to credit the customer in the Payment Reference grid.
This means that any additional difference in amount is paid to the customer through the chosen payment type.
For information on how to return items in the POS, see the Returns section of the POS category Help article.
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