How to Process Returns & Credit Notes

When to use this guide: When a customer brings medicine back for a refund or store credit—either with the original bill or without it.

Method 1: Return Against an Existing Bill (Recommended)

Go to Sales History and find the original bill using the bill number, customer phone number, or date.
Open the bill detail view and click Process Return.
Select the specific medicine lines and quantities being returned.
Select the return reason:
- Wrong medicine
- Customer changed mind
- Doctor changed prescription
- Damaged item
- Expired item
- Adverse reaction
- Other
Choose the refund method: Cash Refund, Store Credit (Khata Adjust), or Adjust Against New Bill.
Confirm the return:
- Returned medicines are automatically added back into your available inventory.
- GST tax adjustments and credit note records are saved in the system.
- The status of the original bill updates to Part Returned or Fully Returned in your sales history.

If the customer does not have the original invoice:

Open Billing → Manual Return.
Search for the medicine, select the returned batch, enter quantity and price, select the return reason, and process the refund.

Is stock automatically added back to inventory on return? Yes. Salable returned items are added back into inventory stock immediately.

What is the difference between a Return and a Void?

Use Return if the customer brings items back after some time or returns only a part of the bill.
Use Void if a bill was created by mistake just now and no items were actually taken by the customer.