Managing Returns

Jennifer Sneider Updated by Jennifer Sneider

If a piece of Inventory that already has a Payment assigned is returned, it’s easy to account for the return in Money Tracking! 

  1. Click Payments in the top navigation bar. 
  2. Click the Magnifying Glass icon in the table header to open search fields.
  3. Use the search fields to find the Payment you want to return.
  4. Click anywhere on the line of the Payment to open the fields for editing.
  5. Click the yellow Return button in the last column to open a Return form that automatically populates with a negative cost and otherwise identical Payment information.
  6. Add your Payment number (other fields can be filled in later). 
  7. Click Save.

The return populates a new row in the table. The cost is displayed in red and in parentheses, indicating a negative value.

How did we do?

Creating Set Pieces in Money Tracking