Sometimes you may need to return a sales invoice, either because the customer wants to return products or due to an error or missing details in the invoice. Rewaa allows you to issue a return invoice, also known as a Credit Note, directly from the cashier screen.
⚠️ Note: Sales or return invoices cannot be deleted or modified after issuance, as per the regulations of ZATCA. Please make sure all data is correct before issuing the invoice.
ℹ️ Note: If you are using the Rewaa Cashier App, click here to open the dedicated article.
Steps to return a sales invoice
1. Open the sales register
Go to Sales & Customers > Points of Sale.
Open the sales register.
Click Invoices List.
Search for the invoice using the available filters.
Click the invoice to open its details.
2. Select products to return
Return all products
Select the first checkbox next to Product Name to mark all products.
Click Return.
Return a specific product
Select the checkbox next to the product(s) you want to return.
Click Return.
Return a specific quantity of a product
Select the checkbox next to the product.
Enter the quantity to be returned.
Click Return.
3. Choose the payment method and issue the invoice
Return with a single payment method
Select the payment method for the refund.
Click Return.
The return invoice is issued instantly and ready for printing.
Return with Multi-Pay
Enable Multi-Pay.
Enter the refund amount for each payment method.
Click Return.
The return invoice is issued instantly and ready for printing.
Return a Postpaid invoice
Select the payment method Debit.
Click Return.
The return invoice is issued instantly and ready for printing.
ℹ️ Note: When selecting Post Pay, the amount is deducted from the customer’s outstanding balance.
FAQs
I found a mistake in the payment method after returning an invoice, how can I fix it?
Return invoices cannot be modified after issuance.
To fix the mistake:
Issue a new sales invoice identical to the incorrect return invoice.
Return the new invoice and add a note explaining the reason.
Example: You issued an invoice with Cash as the payment method, but mistakenly selected Credit Card when returning it. To fix this, issue a new invoice with Credit Card, then return it using the correct payment method (Cash).
How can I check if an invoice has already been returned?
When opening the invoice details, the product status will show as Returned.
Can I view all returned invoices from the cashier screen?
Yes, go to Invoices List > Receipt Type > Return receipts.
Does the sales invoice number appear on the return invoice?
Yes, the sales invoice number appears at the top of the return invoice.
I can’t see the invoices list in my account, why?
If the invoices list is not visible, your account doesn’t have return permissions. Please contact the main account user to check your access rights.
Can I partially return an unpaid (Postpaid) sales invoice?
Yes, you can select specific products or quantities to return and follow the same steps.
How do I identify returned Postpaid invoices?
The invoice type will show as Credit Note, and the amount will appear as negative.