Sometimes your customers will need to return certain items, either because they didn't need them or because there was something wrong with a particular batch you sold. Since we don't have an exchange option at the moment, you will need to accept the return of however much quantity the customer is returning and mark that in your sales order. This will allow you to either mark the returned items as waste, or to restock them.
Check out the following video for an example of how to handle a return:
There is a process you have to follow which is that once you mark the return as completed (returns have statuses), you have to edit the invoice and update it again.
IF its a partial return on a line item, edit the invoice and edit the line item to be the 'max' allowed which will be the line item total after accounting for the return.
This, however, won't update the SO. The SO is broken at this point because its calculating excise tax on all line items, despite any line item(s) being fully or partially returned, even though the subtotal is correct and accounting for the returned item.
Let's say an SO has 2 line items ($1000 and $500 in this example), and 1 line item ($500) gets returned. The excise tax calculated on the SO is calculating on BOTH line items (24% of 1500 which is $360), even though 1 line item is returned, and adding to the subtotal which is the one remaining line item ($1000), giving us $1360.
The invoice, however, isn't affected. In this case if you want to send an updated invoice, you'd simply remove the returned line item from the invoice, if there were > 1 line items. If not, you couldn't delete the line item as you can't have an invoice for 0 line items.
So the best thing to do is update the SO manually by adding any charges / discounts to account for what it SHOULD really be till we fix this issue.
IMPORTANT: Credit is not stored for a customer in Distru and do not auto apply to future invoices for that customer; returns only sync as credit memos if you have Quickbooks Online integrated.