Return Authorisation Numbers

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  • Updated 1 year ago
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Does Reckon Accounts Hosted have anywhere to process Return Authorisation Numbers for our customers? How do others keep track of goods returned to suppliers for credit, and customers returning goods to us? We use credit notes when the goods are returned but it would be great if we could have a form of some sort to give RA numbers to our customers prior to sending the goods back. Any ideas greatly appreciated. Many thanks, Rachel
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Rachel

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Posted 1 year ago

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I've just set this up for a client.  Firstly I suggest you have a statement on the invoice re RETURN's similar to the format below in addition you would provide all customers with a PDF "Goods Return Authorisation" form I can email you a standard template to get you started (assist@ceb.net.au) simply modify and save as a PDF. Once the customer completes the form and returns to you, you would then raise an adjustment note aptly labeled Return Authorisation replacing the "Credit No." with RA. With regard to your suppliers create an additional purchase order template titled Credit Request formatted accordingly.

Cheers