The Rewaa platform allows you to process returns or replacements for sold products efficiently, whether due to customer requests or errors in the invoice. Returned items generate a credit note, adhering to the requirements of the Zakat, Tax, and Customs Authority (ZATCA). Below are the steps to return invoices and address common scenarios.
Steps to Return an Invoice
1. Access the Invoices List
Navigate to:
Sales and Customers > Point of Sale > Open Register.
Click on Invoices List.
Search for the invoice by number or customer name, then click on the invoice to view details.
Types of Returns
Full Invoice Return
Select all products by ticking the first checkbox next to Product Name.
Click on Return.
Choose the payment method for refunding the customer.
Click Return.
The invoice will be returned, and a credit note will be generated for printing.
Postpaid Sales Invoice Return
Select all products by ticking the checkbox next to Product Name.
Click on Return Product.
Choose “Debit” as the payment method.
Click Return.
The outstanding amount will be deducted from the customer's total balance.
Partial Product/Quantity Return
Select specific products or adjust the quantity to be returned.
Click on Return.
Choose the payment method for refunding the customer.
Click Return.
The system will calculate and display the total refunded amount.
Partially Paid Invoice Return
Select all products or specific items to return.
Click on Return.
Review the details:
Remaining Amount: The amount paid by the customer to be refunded.
Debit: The unpaid portion of the invoice.
Total Return: Total amount to be refunded.
Enter the refund amount and select the refund method.
Click Return to complete the process.
FAQ
1- Can I edit a return invoice after issuing it?
No, invoices (sales or returns) cannot be edited or deleted after issuance per ZATCA regulations. Ensure all data is accurate before issuing.
2- How can I correct an error in the refund method?
Issue a new sales invoice matching the incorrect return invoice, then return the new invoice with the correct refund method.
Example: If a refund was incorrectly issued as cash instead of a credit card, issue a new invoice with a credit card and return it using the cash method.
3- How can I check if an invoice has been returned?
The invoice status will show as Returned in the invoice details.
4- Can I view all returned invoices from the sales screen?
Yes, go to the Invoices List and filter by Return Receipts.
5- Does the original invoice number appear on the return invoice?
Yes, the original sales invoice number is displayed on the return invoice.
6- I don’t see the 'Invoices List' in my account. How can I perform returns?
This indicates your account lacks return permissions. Contact the primary account holder to enable this feature.
7- Can I return part of an unpaid (deferred) invoice?
Yes, select the specific product or adjust the quantity to return and follow the return process.
8- How can I identify a returned Postpaid invoice?
The credit note will indicate the Debit Amount, and the balance will appear as a negative value in the invoice details.
9- Can I assign permissions to restrict users from returning invoices?
Yes, user permissions can be customized. Navigate to:
Settings > Users > ⚙️ > Edit User.
User Permissions > Applications > Rewaa POS > Disable Return Permission.