Sometimes, customers may need to return or exchange purchased products, or you may need to return an invoice due to data entry errors or missing information. This process requires issuing a return invoice, also known as a credit note. The Rewaa Cashier App enables you to return sales invoices in compliance with the Zakat, Tax, and Customs Authority's requirements. Here's how to return sales invoices.
Steps to Return an Invoice
Open the Cash Register:
Ensure the cash register is open before proceeding.
Access the Invoice List:
Tap the Invoices option in the bottom menu of the app.
Select the Invoice to Return:
Tap the invoice you want to return.
View the invoice details and tap the Return option in the bottom-right corner.
Select Products and Quantities to Return:
View all products listed in the invoice.
Select the specific products or adjust the return quantities using the designated quantity field.
Tap Return.
Choose the Refund Method:
Select the payment method to refund the customer.
Tap Return to complete the process.
ℹ️To return a postpaid sales invoice, select the payment method Debit, which indicates the amount due from the customer.
Print or Share the Credit Note:
Once the return is processed, the credit note can be printed or shared with the customer.
To print, tap the Print option at the bottom of the screen.
To share, tap Share and select the desired sharing method.
View Credit Note Details:
Open the original sales invoice to see the credit note listed at the top.
Tap the 👁 (View) icon to view its details.
FAQs
Can I edit a return invoice after issuing it?
No, once a sales or return invoice is issued, it cannot be edited or deleted as per Zakat and Tax Authority regulations. Ensure accuracy before issuing the invoice or processing a return.
Why do I see cash registers instead of invoices in the Invoice section?
This happens when the cash register is closed. Open the cash register to access the invoices.
Why can't I see the return option in my user account?
This indicates that the user account lacks the required permissions to process returns. Contact the main account holder to review and adjust permissions.
How can I set user permissions for returning invoices?
From the main account in the browser:
Navigate to: Settings > Users > ⚙️> Edit User.
Scroll down and expand the Applications section.
Under Rewaa New POS, adjust the Return permission.
Save changes to apply updated permissions to the user account.
5. What happens if I disable the Return permission for a user?
The user will no longer be able to process returns via the app or view invoices when using the browser.