Purpose
Returning a product in Shepherd allows you to accurately adjust inventory, attach the return to an invoice, and process any necessary refunds.
Product returns require specific permissions, so if you do not see the option to return an item, contact your Shepherd admin to review your user role.
Requirements for Returning a Product
Before a product can be returned:
A payment must have been made.
The invoice must be in Checked Out status.
How to Return a Product
Open the invoice that contains the product being returned.
Locate the product the client is returning.
In the Quantity column, enter the Return Qty.
Check Restock Item if the returned product should be added back to inventory.
Select Return Items.
Attaching Returned Items to an Invoice
Returned items must be attached to an invoice.
If an active invoice exists:
You can choose to add the returned item to the active invoice.
Or create a new invoice:
Select Create New Invoice to generate an invoice specifically for the returned item.
After selecting an invoice:
Click Return.
Issuing a Refund
From the invoice screen,
Select Issue Refund.
Choose the Refund Method (cash, credit balance, credit card, Shepherd Pay).
Select Check Out to finalize.
