Managing your supplier records in Workshop Software helps you track purchase orders, supplier invoices, and stock costs. This guide walks you through how to supplier refund.
Situation: You have ordered some parts, but they are incorrect or you no longer require them. The parts are going to be returned to the supplier and your supplier is going to refund you the cost of these parts. Currently, Workshop Software does not have a feature available for credit refunds against suppliers. We suggest to do either of the following: OPTION 1 Record the refund in your accounting software directly, however this will not adjust your stock level in Workshop Software AND there is no record in Workshop Software of the refund. OPTION 2 2. a) Create a Credit for a supplier Invoice this will adjust your stock level and you will see a Credit invoice in Workshop Software b) Void the original payment against original supplier invoice c) Process new payment (less the amount to be refunded) to original supplier invoice d) Apply the credit invoice towards the original supplier invoicePlease note you need to do steps b-d otherwise the invoice will be ‘overpaid’
e) Apply the refund towards to credit in your account software
Frequently Asked Questions
Will this affect existing supplier invoices or purchase orders?
Changes to supplier details apply going forward. Existing supplier invoices and purchase orders retain the information that was recorded at the time they were created.
Do I need a specific subscription level for this feature?
Some features in Workshop Software are available on specific subscription plans. If you do not see the option described above, check your current plan or contact the Workshop Software team.