Returns & Refunds

The Returns module lets you process product returns in an organized way, with full traceability and in compliance with DGI tax requirements.

Types of Returns

Type	Description	Fiscal Document
Invoice Cancellation	Cancels the entire invoice	Credit Note with cancellation
Credit Note	Partial product return	Partial Credit Note
Cash Refund	Return with a direct cash refund	Credit Note + cash register withdrawal

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Processing a Return

From the Web Portal

1. Go to Returns in the side menu.
2. Press “New Return”.
3. Look up the original order by number or customer.
4. Select the products to return and the quantity.
5. Indicate the reason for the return:
   • Defective product
   • Order error
   • Unsatisfied customer
   • Other (specify)
6. Select the condition of the returned product:
   • Good condition (can be restocked)
   • Damaged (does not return to inventory)
7. Choose the refund type (credit note or cash).
8. Press “Process Return”.

From the Mobile App

The flow is similar from the Returns screen in the app:

1. Look up the order.
2. Select products and reason.
3. Confirm the return.
4. Print the receipt.

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Approval Flow

Depending on your permission settings:

• Cashiers can initiate returns.
• Administrators must approve returns that exceed a maximum amount.
• All returns are logged with the user who processed them.

Tax Impact

Every return generates a fiscal document (Credit Note) that is submitted to the DGI. Make sure the return is legitimate before processing it.

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Impact on Inventory

• If the product is returned in good condition, the stock is automatically restocked.
• If it is damaged, the stock is not modified (it is recorded as shrinkage).

Impact on Cash Register

• Credit Note: Does not affect cash in the register. The credit is applied to future purchases.
• Cash Refund: Recorded as a register withdrawal and appears in the closing report.

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Return Reports

Under Reports > Cancellations you can review:

• Returns by time period.
• Most common reasons.
• Most frequently returned products.
• Users who processed the returns.

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Need help with cash closings? See Cash Closings & Reports