Returns in Boulevard work the same way for both exchanges and refunds. Start by creating a new invoice that shows what the customer is returning and, if needed, what they are exchanging it for. If there is a balance left over, you can refund it, collect payment, or leave it on the customer’s account.
An invoice can be created, and returned items can be automatically added, or items can be manually added after launching a new invoice.
Options:
Automatically Add Returned Items to an Invoice
Manually Add Returned Items to an Invoice
Automatically Add Returned Items to an Invoice
- From the contact profile, select the
Products tab. - Select the checkbox next to each item being returned, then from the upper-right corner of the Products section, select the return button
to launch the invoice with the items added for return. - If the items are being exchanged or if other items are being purchased, they may be added to the same invoice. Select the add item button
and in the Search field, enter either a partial description or part number. To view past purchases, click the History tab at the top of the form.
Manually Add Returned Items to an Invoice
- Begin by creating a new invoice.
- Add the returned items, and from the Type drop-down field, change the default type from Sale to Return to Company or Return Inventory (if the customer never received or opened the product).
- If the items are being exchanged or if other items are being purchased, they may be added to the same invoice. Select the add item buttonand in the Search field, enter either a partial description or part number. To view past purchases, click the History tab at the top of the form.
Tip: If the product is being returned to the company and you would like the Day Code displayed on the Replacement Product report, add it to the Day Code field on the invoice before saving.
After adding the returned items and any additional exchanged items, if there is a balance (credit or an amount owed), it can be left on the account until the next purchase.
Alternatively, you can refund the credit amount, or the customer can pay the remaining amount owed by selecting the checkmark button
to the right of the applicable payment type (Cash/Check or Credit Card). At this time, if you need to refund a card, sign in directly to your Stripe or ProPay account.
It is also recommended that a note be added to the Memo field as an additional reference. When finished, select Save.
Additional Information:
After the invoice is completed, all items marked Return Inventory will be added back to your on-hand inventory amounts. Items marked Return to Company will remain on the Product Replacement form until you initiate a replacement product order.