# Sale Return Report
Lists all sale return transactions with customer, original sale invoice, item lines, tax reversal, and return totals for inventory and receivables adjustment.
Overview
Go to Sales → Reports → Sale Return Report.
Report title in ERP: Sale Return Report
What it shows. Each sale return with linked customer and original sale invoice, item rate and quantity, taxable amount, tax, and net return value. Toggle item detail on or off. Click a return invoice number to open the full document.
When to use it. Use to track goods returned by customers, verify credit notes, and reconcile inventory and tax adjustments.
Report view
Filtration — Return Reason
Filtration — Date range
Filtration — Show All / Damaged
Use Cases
- Warehouse team — What items were returned by customers this month and why? Run after return receipts or during stock discrepancy reviews.
- Accounts receivable — Have customer balances been reduced for returns linked to original sale invoices? Run before customer statement reconciliation.
- Quality control — Which return reasons (damage, expiry, wrong delivery) are most frequent? Run monthly with the Return Reason filter.
- Tax compliance — What tax was reversed on sale returns in a period? Run during VAT/GST filing or audit preparation.
Filters
Date, Return Reason, Show All / Damaged, Hide Items / Show Items, Employee. Advanced Filter: Customer, Customer Group, Customer Category, Center, Form Type, State / Province, Route, Branch, Employee, Reference name, Brand.
Customer Category limits returns to customers assigned to the selected Customer Category. Use it with Customer Group when you need returns for a segment such as wholesale, retail, or distributor.
Columns
| **Column** | **Description** |
|------------|-----------------|
| Date | Return transaction date. |
| Inv No. | Sale return or credit note number. Click to open the return. |
| Customer | Customer who returned the goods. |
| Sale Inv | Original sale invoice reference. |
| Item | Returned item name or description (when items are shown). |
| Rate | Unit rate on the return line. |
| Qty | Quantity returned. |
| Taxable Amount | Amount subject to tax before tax calculation. |
| Tax % | Tax rate on the return line. |
| Tax Amount | Tax reversed on the return. |
| Net Amount | Net return value after tax. |
| Bill Total | Total return invoice amount. |
Actions
- Generate — run the report for the selected filters
- Export — export to Excel
- Print — print the report
- Hide Items / Show Items — toggle item-level detail on return rows
- Advanced Filter — open additional filter fields
- clear — reset active advanced filters
FAQ
Can I filter by customer category?
Yes. Use Customer Category in Advanced Filter to show returns only for customers in that category.
How do I find returns for one sale invoice?
Locate the invoice in the Sale Inv column, or filter by Customer in Advanced Filter and narrow by date.
Can I filter by return reason?
Yes. Use the Return Reason filter on the report screen.
What does Show All / Damaged do?
It narrows returns to all items or only those marked as damaged, depending on your selection.
How does this affect customer outstanding?
Approved returns reduce customer receivables. Cross-check with Trade Receivables or Customer Aging.
Credit note vs return order?
Report focuses on posted credit notes. Return orders without CN may not appear until credit is approved.
How do I match to original sale?
Use invoice reference on the credit note row or open linked sale invoice from drill-down.