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How to Create a Sales Order Return

How to Create a Sales Order Return

Learn what to do when a sales order requires a return to be generated.

Jared Ward avatar
Written by Jared Ward
Updated over a year ago
  1. CRM -> Invoices

2. Search for desired Invoice (keep in mind that an invoice must be tied to the sales order in order for the return to be created)

3. Click 3 Dots on Right Hand Side

4. "Create Return Order"

5. Fill Out Appropriate Information

For more info watch the video below:

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