Adjustment notes can be issued in different ways from a practical perspective. The client/customer may elect to receive a refund in cash or a cheque immediately or a credit might be created on the customers account. It depends on your regulatory requirements and also on your organisations policy and procedures with respect to returns. A common method is as follows:

1. Enter a Sale invoice as you normally would for an item or service you are refunding (or providing a credit for) except change the sign(s) to negative for the amounts in the Amount column for each Service or Item listed.
2. Apply a payment if required if you a refunding immediately or leave as unpaid if you a providing a credit refund (i.e. not a cash refund).
3. When the Sale invoice is saved (and/or payment is applied and saved), check the [ ] Save/Email PDF as Adjustment Note check-box to create a PDF invoice which you can Print, Save or Email as required.