---
title: "Returns Refunds Exchanges"
slug: "returns"
updated: 2026-04-08T21:56:32Z
published: 2026-04-08T21:56:32Z
canonical: "help.furniturewizard.com/returns"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.furniturewizard.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Returns Refunds Exchanges

![Flowchart illustrating the process for returns, refunds, and exchanges in Furniture Wizard software.](https://cdn.document360.io/604954eb-fc8d-49ee-ab70-0e7f92654950/Images/Documentation/Return Refund Exchange.png?sv=2026-02-06&spr=https&st=2026-10-27T17%3A24%3A03Z&se=2026-10-27T18%3A24%3A03Z&sr=c&sp=r&sig=4%2FVI18dMyxkRWYnJ5TwAk1lctOF%2F6vnSgw9wmDkEbXI%3D)

[Embedded content](https://player.vimeo.com/video/566173742)

This guide will show you how to process a return.

Note: You will need the Invoice Number from the customer.

1. Select Quick Search
2. Select Invoices on the top of the window
3. Enter in the Invoice No. in the left side panel
4. Select the Invoice from the list
5. Verify and note the Invoice information
  1. Verify the Item Number
  2. Verify the Total Due is $0.00
  3. Verify the Sales Price of the item
  4. Verify the correct Sold by person is assigned
  5. Verify the Customer Information is correct
6. (Optional) Duplicate the invoice to bring all of the information to a new invoice. Then skip to step 11.

If only bringing part of the invoice items proceed to step 7.
7. Exit the invoice
8. Exit the Quick Search
9. Select New Invoice
10. Enter the Item Number from the old invoice
11. Add the item to the invoice by double clicking on it
12. (If Applicable)Select the supplier drop down and select (SPECIAL)
  1. Select and add the restocking fee by double clicking on it
13. Select Details next to the Restocking fee to adjust the price
  1. Enter in the price of the restocking fee and then click Exit
14. Select Details next to the Item that is being returned
  1. Change the QTY to a -1 and select Exit
15. Enter an Invoice Note with details from the old Invoice Number
16. Select Create
17. Create the invoice as normal with the following information
  1. Branch, Date, Sold By, Delivery Type, Customer Information
  2. Change referred by to Returned
18. Select Create Invoice
19. Select Process
  1. Select Manually Process
    1. Under “Action to be taken:” Select Chance
    2. Process From should be 99 or Damaged
    3. Select Reserve Stock
    4. Select Process Inventory
20. Enter the payment that is being used to Refund the customer
21. Print the Invoice and have the customer sign
22. Select Delivery
  1. Select Post Now
  2. Select Deliver All
  3. Select Post
23. The Return Process is now complete
  1. If you would like to sell the item again you will need to transfer to the Warehouse or Showroom
  2. If unable to sell the item you can do an inventory adjustment and mark as Salvaged.