Financial adjustment
Link the credit to eligible lines on the original invoice.
SALES & BILLING
Returns & credit notes.
Keep refunds and sale adjustments in context.
Implemented workflow · sample demonstration
DESIGNED AROUND THE ACTUAL WORKReturn against SB-1042.
Return against SB-1042.
Credit note in context.
SAMPLE BUSINESS DATA
Return reviewReturn against SB-1042
Eligible return1 notebook
Credit value₹120
Stock checkPending review
| Original line | Return quantity | Credit value |
|---|---|---|
| Notebook · 2 sold | 1 unit | ₹120 |
| Reason | Customer return | Recorded |
| Stock disposition | Inspect item | Pending |
A financial credit and a stock return are distinct decisions.
SAMPLE BUSINESS DATA
Credit noteCredit CN-007
Eligible return1 notebook
Credit value₹120
Stock checkPending review
| Record | Value | Effect |
|---|---|---|
| Original invoice | ₹240 | 2 notebooks |
| Applied credit | ₹120 | 1 notebook |
| Invoice after credit | ₹120 | Before receipts |
Only accepted saleable returns restore available stock.
Interactive design preview · no live billing backend, AI inference, account creation, uploads or payment. Switching views changes sample content only. Download the original screen design ↗
RETURNS & CREDIT NOTES / THE DESIGN LOGIC
One return. Two decisions.
Link a return to the source invoice, record the reason and distinguish stock returned from a financial adjustment.
Physical disposition
Inspect the item before restoring it to saleable stock.
A QUESTION ABOUT RETURNS & CREDIT NOTES
Can a refund automatically increase available stock?
It should not. A damaged return can require a financial adjustment without a saleable-stock increase.