Returns, editing and cancelling bills
Bills are never deleted. A return makes a new return bill; editing saves a corrected bill and cancels the old one; cancelling marks the bill as cancelled. Stock, khata and cash are put right by themselves, and everything stays in the records.
A customer returns goods
On the computer (website)
- Open the sale bill and tap Return.
- Remove the lines that aren't coming back and lower the quantities as needed.
- Choose how the money goes back: Full gives it all back in cash, Adjust in khata takes it off their udhar, or type a smaller amount in Cash refunded now.
- Tap Save Sale Return.
On the phone app
- Open More → Bills & orders → Sales, open the bill and tap Return items.
- Set the quantities coming back.
- Under Give the money back, choose Cash refund or Adjust khata.
- Tap Save return.
Tips
- The refund is what was paid for those items on the original bill (after the bill discount). Delivery charges are not refunded.
- A walk-in customer is refunded in cash.
- Returns need the internet on the phone.
Correct a wrong bill (Edit)
- Open the bill and tap Edit (Edit bill on the phone).
- Fix the items, quantities, rates or payment.
- Tap Save changes, write the reason and confirm.
- The old bill is cancelled and the corrected bill is saved with a new number. Both stay in the records.
Tips
- A bill that has returns can't be edited — cancel its returns first.
- A bill from an earlier day needs the “Enter past date” permission.
Cancel a bill
- Open the bill and tap Cancel bill.
- Write the reason and confirm. Your PIN may be asked.
- The bill stays in the records marked as cancelled. Stock, khata and cash entries are reversed. This can't be undone.
Common problems
- I can't see Edit or Cancel bill
- What to do: Your role isn't allowed. Ask the owner.
- “From an earlier day — ask the owner”
- What to do: Old bills need the back-date permission, or the day may be closed. Ask the owner or manager.