Handling Customer Returns, Exchanges or Refunds
Product returns are handled similarly whether the item is being exchanged for a different product, or refund the purchase amount. Create a new invoice to handle items being returned or exchanged for new items, and if there is a balance (credit or owed), it can either be repaid by you, paid by the customer, or left on the account until the next purchase.
- From the contact profile, click on the
Products tab. - Select the checkbox next to each item being returned, then from the upper right corner of the Products section, click
. - If you have the information, enter the product day code for each item being returned in the Day Code field.
- If the item is being exchanged for another item or other items are being purchased, those may be added to the same invoice. Click
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. - Complete and finish the invoice as normal, then click
.
- Create a New Invoice and add the items being returned.
- Under 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 you have the information, enter the product day code for each item being returned in the Day Code field.
- If the item is being exchanged for another item or other items are being purchased, those may be added to the same invoice. Clickand 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.
- Complete and finish the invoice as normal, then click .
If there is a balance (credit or owed), it can either be refunded by you, paid by the customer, or left on the account until the next purchase. If the refund is being issued back to the credit card, it must be manually submitted outside Boulevard directly from the payment processor.
- If the total remaining amount is being refunded to the customer, click
to the right of the applicable payment type (Cash/Check or Credit Card). - It is also recommended that a note is added to the Memo field as an additional reference.
Important Note: Since you will receive the product's value as a replacement from the company and the return amount will be reflected as a deduction on your Gross Receipts report, do not post the refund as an expense.
Additional Information:
- If the product is being returned to the company and you would like the Day Code displayed on the Product Replacement form add it to the Day Code field on the invoice before saving.
- After the invoice has been completed, all items marked Return Inventory will be added back into your on-hand inventory amounts. Items marked Return to Company will be added to the Product Replacement form until you initiate a replacement product order.