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Sales Invoice Returns

A Sales Invoice Return (SIR) records goods a customer sends back to you after they were invoiced. It is the "goods come back" counterpart to a Sales Invoice.

Raising a return does two things:

  1. Brings stock back in — returned items are added back to inventory.
  2. Reduces what the customer owes — the value of the returned goods is credited to the customer.

Sales Invoice Return vs. Credit Note. Use a Sales Invoice Return when physical goods come back. Use a Credit Note when you're only adjusting the money (a discount or overcharge) and no goods are returned.

When to use a return​

  • A customer returns damaged, incorrect, or surplus items.
  • Part of a shipment is rejected and sent back.

You always create a return against an existing invoice, so Ace CBM knows the original item, price, and tax to reverse.

Create a Sales Invoice Return​

  1. Go to Sales → Sales Invoice Returns and click Create.
  2. Select the customer and the original invoice the goods are being returned against.
  3. Ace CBM lists the invoiced items. For each line, enter the returned quantity (you can return part of a line).
  4. Confirm the return date and, if goods are physically moving, the transporter and vehicle.
  5. Review the totals and Save.
📷 Image placeholder — Create Sales Invoice Return

The return create form: the customer and source-invoice selectors at the top, the item grid showing the original invoiced quantity and an editable Return Qty column, the return date, and the totals panel. Highlight the Save button.

Field reference​

FieldDescription
CustomerThe customer returning the goods
Source invoiceThe original Sales Invoice being returned against
Return dateThe date the goods are returned
Item linesThe items being returned, with the original rate/tax and a return quantity
AddressBilling/shipping address (defaults from the invoice)
Transporter / VehicleHow the returned goods are being moved, if applicable
NoteFree-text reason or instructions

What a return does​

  • Inventory: the returned quantities are added back to stock at the relevant location.
  • Accounts: the value of the return reduces the customer's balance — it offsets the original invoice.
  • Traceability: the return stays linked to the original invoice so you can always see what was returned against what.

Print & cancel​

  • Print — generate the return document (and a transporter copy if goods are moving).
  • Cancel — if a return was created in error, open it and choose Cancel. You'll be asked to confirm; cancelling reverses the stock and accounting effects.
📷 Image placeholder — Return document actions

The return detail screen with the actions available (Print, Cancel) and the status chip, plus the link back to the source invoice.