Help Center

Follow the steps below to process exchange or refund an item/invoice in AltheaSuite

Step 1: Login to your AltheaSuite account.

Step 2: Go to Sales and select Sales Invoices option.

Step 3: Type original sales invoice number into the search box and click on the Search icon (magnifying glass) to process the exchange.

Step 4: From sales invoice context menu, select Exchange option.

Step 5: This will load all the items of the original invoice with negative quantity. Click Paynow to issue refund. Skip this step if you want to exchange an item.

Step 6: You can add additional items to the invoice. By doing this customer can buy an item and return an item on a single exchange. The invoice amount will automatically adjust, calculating the difference between the original and replacement items.

Step 7: If you want to remove an item from the transaction, select the line item and from item context menu click Remove.

Step 8: Click Paynow, depending on the price of the replacement item, the invoice total will either be positive, negative, or zero. 

  • If the replacement item price is less than the returned item, you can issue a refund for the difference amount.
  • If the replacement item price less than the returned item, collect difference amount with any of the payment methods.
  • If the replacement item is the same price as the returned item, click Save to complete the transaction.

Step 9: Review the invoice details and click Save or Save&Print.


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