How to Return a Product
A quick note: Being able to return a product is a permission, which is controlled in your user role. If you do not see some the option to return something, it's likely due to what permissions your role has assigned to it. Contact your Shepherd admin to get your role updated.
Part 1: Updating Invoice Status
In order to return a product:
A payment has to be made
The invoice's status has to be 'Checked out'
Updating the invoice status
To update the invoice status:
Open the invoice
Click the dropdown next to the invoice number
Select 'Checked Out' from the dropdown
This will trigger a pop-up asking if you're sure you want to update the invoice status to 'Checked Out.' Click yes.
Part 2: Issuing a return
After ensuring the invoice's status is 'Checked Out,' you'll be able issue a return for the product(s).
In order to make sure that the return is tracked, you'll need to open the invoice by:
Navigating to the 'Checked Out' tab
Searching for the invoice number or client name
Once you've found the invoice, click it to open it.
Note: you can also navigate to an invoice through the client's dashboard.
With the checked-out invoice open, locate the product the client is returning. Then, click the 'return' icon on the right side, under 'Actions.'
Clicking the 'return' icon will trigger a popup. Here's where you're able to select how many of the products the client is returning (pink).
*If the item being returned is tracked in Inventory, you will be asked if you would like to return this to the Quantity on Hand.
Note: that can be different than—but not exceed—the initial amount of product purchased (green).
After you've selected the quantity, click 'Return'.
Once the return has been completed, there will be an updated outstanding balance (orange), as well as a line item for the return (blue).