Handle a customer exchange

If a customer wants to exchange an item, you can handle it with either an invoice, or a customer credit memo and an invoice:

If the new item costs more than the original item

If the customer wants to exchange an item for an item that costs more, create a new invoice. Add a line item that includes the returned item as a negative quantity, that is, preceded by a minus sign (-).

If the new item costs less than the original item

If the customer wants to exchange an item for an item that costs less, create a customer credit memo for the original item, and then create a new invoice.

Share Facebook Facebook Twitter Twitter Email Email

Was this information helpful?

Great! Any other feedback?

How can we improve it?

Thank you for your feedback!

×