QuickBooks POS: Make Return from Customer History

 

Today we will talk about when a customer walks into your store with their item they want to return but they’ve thrown away their receipt.

Let’s begin:

1. From you QuickBooks point-of-sale screen click “Customer List”.
   
2. On your Customer List screen find the name of your customer then click “Show Details” on the right side of the screen.
   
3. Go to your “History” section. Look for the receipt that matches the item your customer wants to return.
   
   1. You’ll see here the items your customer bought on your store.
   2. The one that I box is the document number.
4. When you already find the receipt for the item click “Accept Return” button on the left screen.
   
5. “Take Return/Exchange” screen will appear. Look for the document number for the item then click it.
   
6. Type here the number of quantities your customer is returning.
   
7. Then click “Add Selected items”.
   
8. From your “Return Receipt” screen click “Save” and “Print”.
   
9. Now we have the Return Receipt for the customers item.