An online order, start to finish
You end witha payment recorded
5 screens · about 8 min
For sales team, accounts
Sales and orders · ERPNext live demo
A return, handled cleanly: a live ERPNext demo
From Sales Invoice to Payment Entry, on the real ERPNext screens of a demo company, with a guide on each step.
- No sign-up
- No card
- No account
Sales Invoice
- Company
- Mith Demo Traders
- Step
- 1 of 3
The bill: what the customer owes for the sale, posted to the books as income when it's submitted.
You end with a payment recorded3 screens · about 5 minFor Sales team, accountsFits Retail
What this flow is
A customer sends goods back. The stock has to come back in, the sale has to be reversed and the money refunded, without the books going out of step.
Here the return is made against the original invoice, so its items and prices come with it. The credit note puts the goods back in stock and reverses the sale, and the refund is recorded against the credit note.
Before and after
| Without it | With it |
|---|---|
| Returns noted on paper at the door | The return is made against the original invoice |
| Stock adjusted by hand later | The credit note puts the goods back in stock |
| A refund paid with no link to the sale | The refund is set against the credit note |
| Sales figures still count returned goods | The sale is reversed in the books |
Screen by screen
Each step is a real ERPNext screen in the demo company. FlowMentor points at what to fill in.
Sales Invoice
The bill: what the customer owes for the sale, posted to the books as income when it's submitted.
Credit Note
The return: the original invoice reversed with negative quantities, putting the goods back in stock.
Payment Entry
Money received or paid out, set against the invoice it settles, so the balance shows what's still owed.
Inside the demo company
Mith Demo Traders, a made-up company that makes and sells kettles and toasters. It isn't GST-registered, so its documents carry no tax.
The paid invoice to return against is ready for you; you make the return and record the refund by bank transfer. The portal request and the courier are in MithUniverse only.
You're signed in as a demo visitor. Nothing is emailed, and what you make is removed 15 minutes after you finish.
Who uses it
And what each of them gets from it.
Customer support
Finds the original sale and makes the return from it.
Warehouse
Returned goods come back into stock on the record.
Accounts
Every refund matches its credit note.
A guide on every screen
FlowMentor is our guide app for ERPNext. On each screen it points at the field to fill and the button to press, one step at a time, so you can finish the flow without training. It runs on the real screens, not a video.
- One screen at a time
- Points at the field and the button
- On the real ERPNext screens
Set up for your business
The demo shows the plain flow. In a real project we set it up to how you work.
- Return requests from your store or customer portal
- Return reasons on each return
- Returns to an inspection warehouse first
- Refunds by bank, card or store credit
- Partial returns of an invoice
See the whole journey
Flows that go with it
Questions about this flow
Yes. The return copies the invoice's lines; reduce them to what actually came back.
Yes, when the credit note updates stock. In a real project they can go to an inspection warehouse first.
Yes. Leave the credit note unpaid and set it against the customer's next invoice.
In ERPNext a credit note is a sales invoice marked as a return and linked to the original invoice.