OVERVIEW in step 1 - we action and note that a return must be done
in step 2 -we action in pinnacle the physical return of the goods
in step 3 - we adjust amount in Xero so we don't wrongly pay for goods that we are returning
So You have done paperwork in pinnacle to arrange for physical goods to be returned
PROCESS
Open XERO
you should know the suppliers invoice number (vendor inv #), credit p.o number from step 2
PURCHASES - ENTER SUPPLIERS INVOICE NUMBER
Bill options : Edit
total amount make zero
add new line
add details of return p.o number
add negative amount so it totals to zero $
double click on cells (always choose 51100 - P.O JJAP for Account and GST on Expenses for Tax Rate)
Approve
Once all done, go back to the RTS Table and transfer the RTS details to
COMPLETED tab and note the RTS PO number
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FAQ
When i do credit back to supplier should I request credit note from them ?
in this case there is no need to do this ,
if you do actually receive a credit note from supplier , you can add this detail to the invoice in XERO and thats it .
Which P.O number do i add to details in XERO ?
add the credit P.o number (not the original P.O number) ,
the credit p.o has the details of the return i.e when we returned it and how
Once i have done credit in our XERO, can I close the ticket even though i haven't got credit note from the supplier ?
yes, we almost always WONT get credit note from the supplier