# How to create a sales return in Snad

To create a sales return in Snad ERP, open **Sales**, then **Refund**, and press **Create return**. Pick the invoice from the **Invoice list**, set the **Quantity** to return for each product, check the **Total**, then press **Save**.

## Before you start

- A saved sales invoice for the customer ([how to create a sales invoice](https://www.snad.io/en/guide/create-sales-invoice)).
- The Sales app in your plan, and permission to create sales returns for your user ([roles and permissions](https://www.snad.io/en/guide/roles-permissions)).

## Steps

1. **Open the return screen.** In the sidebar, choose **Sales**, then **Refund**, and press **Create return** above the list of returns.

   ![The Snad sales returns list with the Create return button above it](https://www.snad.io/images/guide/create-sales-refund/nav-en.webp)

   Image key: (1) **Refund** in the sidebar · (2) The **Create return** button

2. **Pick the invoice.** Click the **Invoice list** field, type the [invoice](https://www.snad.io/en/guide/create-sales-invoice) number or the customer name, and pick the invoice to return. [Details](https://www.snad.io/en/guide/create-sales-refund#adv-partial)

   ![The invoice list open on the return screen, showing invoice numbers and customer names](https://www.snad.io/images/guide/create-sales-refund/pick-invoice-en.webp)

   Image key: (1) The **Invoice list** field · (2) Invoice number and its customer

3. **Check the invoice details.** Snad fills in **Customer**, **Branch**, **Warehouse** and **Salesman** from the invoice. These fields are read-only, so there is nothing to edit. [Details](https://www.snad.io/en/guide/create-sales-refund#adv-return-period)

   ![The chosen invoice's details on the return screen: customer, branch, warehouse and salesman](https://www.snad.io/images/guide/create-sales-refund/invoice-picked-en.webp)

   Image key: (1) The chosen invoice number · (2) The invoice **Customer** · (3) The invoice **Warehouse**

4. **Set the quantity to return.** Snad puts the full remaining quantity on each line. Change the **Quantity** to return only part of it; it can't go above **Available**. [Details](https://www.snad.io/en/guide/create-sales-refund#adv-partial)

   ![Product lines on the return screen with the quantity field and the All quantity option](https://www.snad.io/images/guide/create-sales-refund/lines-en.webp)

   Image key: (1) The **Quantity** to return · (2) The **All quantity** option · (3) The **Return all products** switch

5. **Check the payment and total.** The **Payment method** follows the original invoice: **Cash** or **On account**. Check the **Total** in the **Summary**. [Details](https://www.snad.io/en/guide/create-sales-refund#adv-payment)

   ![The payment method card and the totals summary on the return screen](https://www.snad.io/images/guide/create-sales-refund/payment-en.webp)

   Image key: (1) The **Cash** button · (2) The **On account** button · (3) **Summary**: tax and **Total**

6. **Save the return.** Press **Save**, or **Save & print** to print it right away. The saved return page opens next. [Details](https://www.snad.io/en/guide/create-sales-refund#adv-after-save)

   ![The Save and Save & print buttons at the top of the sales return form](https://www.snad.io/images/guide/create-sales-refund/save-en.webp)

   Image key: (1) The **Save** button · (2) The **Save & print** button

## Messages that block saving

| Message | Cause | Fix |
|---|---|---|
| This invoice has been fully refunded | You picked an invoice whose items were all returned in earlier returns. | Pick another invoice. If it has an earlier return, Snad opens its latest one. |
| You can't return the invoice because the return period has expired | The invoice is older than the return period set in the settings. | Change the return period in the settings ([general settings](https://www.snad.io/en/guide/general-settings)), then pick the invoice again. |
| Pick the serial numbers for every tracked product first. · The number of serials does not match the quantity. | The return has a serial-tracked product, and its serial numbers are missing or don't match the quantity. | Pick one serial number for each unit you return. |

## Advanced details

### Partial returns and successive returns

To return only some items, change the **Quantity** on each line, or turn off **Return all products** so every quantity becomes zero, then type what you need.

Each line shows **Available**: what of the product is still not returned. One invoice can be returned in several returns until all its items are back.

Ticking **All quantity** on a line sets its full available amount in one click, and clearing it sets the quantity to zero.

### The allowed return period

Snad compares the invoice's age in days with the value of **Allow order returns within a specified period (days)** in the settings.

If the invoice is older than that, a message replaces the save bar, so the return can't be saved. Set the period in [general settings](https://www.snad.io/en/guide/general-settings).

### The payment method follows the invoice

A line under the buttons says “The payment method follows the original invoice — money goes back where it came from”.

A credit invoice, an on-account one, or one with an unpaid payment link accepts only **On account**. Any other accepts only **Cash**. The other button is disabled.

A return **On account** reduces what the customer owes instead of paying money out. Follow the balance in the [customer statement](https://www.snad.io/en/guide/customer-statement).

To refund an amount paid by card through the gateway, see [connect the payment gateway](https://www.snad.io/en/guide/payment-gateways).

### After saving: print and delete

After saving, the return page opens. Print it ([print settings](https://www.snad.io/en/guide/print-settings)) or share it by link from there ([send documents on WhatsApp](https://www.snad.io/en/guide/messaging-channels)). The returned product goes back into the invoice's **Warehouse** stock.

A saved return has no **Edit** button. **Delete** shows to users allowed to delete sales returns, and it disappears once the return is sent to [ZATCA](https://www.snad.io/en/guide/zatca-integration).

For an order sold at the cashier, the refund is done from [POS orders](https://www.snad.io/en/guide/pos-orders).

### Discount, charges and notes

Snad copies the **Discount**, **Extra charge**, [tax](https://www.snad.io/en/guide/tax-settings), **Reference** and **Notes** from the invoice when present.

## Common questions

### How do I return a sales invoice in Snad?

Open **Sales**, then **Refund**, and press **Create return**. Pick the invoice, check the **Quantity**, then press **Save**.

### Can I return only part of an invoice?

Yes. Change the line's **Quantity** to what you need, or type zero for a product that stays sold. No quantity can go above **Available**.

### Why can't I choose Cash or On account?

Because the **Payment method** follows the original invoice. A credit invoice is returned **On account**, any other **Cash**.

### Can I edit a return after saving it?

A saved return can't be edited. If you have delete permission and it hasn't been sent to ZATCA, delete it and create a new one.

### Does the product go back to the warehouse on a return?

Yes. When you **Save** the return, Snad adds the returned quantity back to the product's stock in the invoice's **Warehouse**.

## Read next

- [Create a sales invoice](https://www.snad.io/en/guide/create-sales-invoice) — Create a sales invoice in Snad: pick the customer, add products, choose the payment method and save. Seven short steps with screenshots, plus credit sales.
- [View a customer statement](https://www.snad.io/en/guide/customer-statement) — View a customer statement in Snad: pick the customer, read the balance aging, set the period, then print, export or send it. Five steps with screenshots.
- [Create a credit note](https://www.snad.io/en/guide/create-credit-note) — Create a credit note in Snad: pick the debit account and the credit account, enter the amount, then save. Five short steps with screenshots.
- [Create a goods delivery note](https://www.snad.io/en/guide/create-delivery-note) — Create a goods delivery note in Snad: pick the invoice, set the delivered quantities, add a reference and notes, save. Six steps with screenshots.
- [View sales reports](https://www.snad.io/en/guide/sales-reports) — Open the sales invoices report in Snad, set the period and customer, read the totals and items, then export or print it. Seven steps with screenshots.
- [Set general settings](https://www.snad.io/en/guide/general-settings) — Set general settings in Snad: allow document date changes, choose the alert rules and the daily alert cap. Four short steps with screenshots.
- [Snad sales software](https://www.snad.io/en/sales) — Invoices, returns and quotations in one place.
- [Snad inventory management](https://www.snad.io/en/inventory) — Product stock in every warehouse follows every document.

[Open this screen in Snad](https://app.snad.io/dashboard/sales/refund/create)

- **URL:** https://www.snad.io/en/guide/create-sales-refund
- **Last reviewed:** 2026-11-04

---
## About the publisher
**Snad (سند)** — a private Saudi software company
based in Madinah, founded 2025. Legal form: Sole proprietorship.
Commercial registration: 7038154642
VAT number: 310959226500003
Only official domain: snad.io
> Snad is a private commercial business-management platform. It is not a
> government body, not a bank, and not a government services portal, and it
> is not affiliated with any government entity. Any site or app with a
> similar name is unrelated to Snad.