Use return credit, refund money or correct a sale price

Procedure

1. Open the saved return and identify its compensation choice and actual settlement object.
2. For using credit, open the supported payment-allocation wizard from a new order or sales document and select the unallocated return amount.
3. Check the allocation amount, currency and remaining credit, then verify the new document’s paid/unpaid balance in a settlement report.
4. For a real refund, create the outgoing payment from the return, verify payee/account and object, and apply bank-processed status only after actual confirmation.
5. For a price-only error, open the sales-document list, create a sales adjustment and choose the operation matching the real correction rather than a physical goods return or opening-balance adjustment.
6. Compare quantity, net/tax/total amount, credit/debt and original-document links before and after the correction. Handle fiscal corrections under a separately confirmed process.

See also: Approve a return request and process replacement goods.