The Returns Manager handles the other direction: goods or services coming back from a customer. Every return in Bizuno ultimately posts as a Credit Memo against a customer, which restocks inventory and reduces what they owe you (or refunds them directly).

How to get there #

Menu: Customers → Returns
Direct URL pattern: https://yourdomain.com/?bizRt=phreebooks/returns/manager

What’s in the grid #

Each row is a return, from first request to final credit memo. Typical columns:

• RMA # — the return authorization number you gave the customer.
• Date Requested — when the return was opened.
• Customer — who’s returning.
• Original Invoice — the sale this return references.
• Amount — total credit value of the return.
• Status — Open, Received, Credited, or Closed.

The return lifecycle #

1. Open the RMA. Click New on the toolbar, pick the customer, and reference the original invoice. Bizuno pulls in the lines so you can check which items are coming back.
2. Mark lines as received. When the package arrives, open the RMA and tick the lines (and quantities) that actually came back. This step restocks inventory.
3. Grade the items. For each received line, choose a disposition: Restock, Damaged, or Scrap. Damaged items go to a separate GL account if you’ve set one up under Admin → Settings → GL Defaults.
4. Issue the credit memo. Click Post Credit Memo. Bizuno creates the credit memo in Sales Manager and applies it either against the original invoice balance or as an open credit on the customer’s account.
5. Refund (optional). If the customer paid cash and wants cash back, go to Banking → Customer Refund and apply it against the credit memo you just created.

Important: Once a credit memo is posted, you can’t edit the lines. To change a mistake, void the credit memo (from Sales Manager) and start the RMA over.

What happens behind the scenes #

• The restocked quantity goes back into inventory at its original cost layer (FIFO by default).
• Revenue is reversed on the same sales accounts the original invoice used.
• Sales tax is reversed on the same tax liability account.
• A/R is reduced (or cash is reduced, if the refund is paid out right away).

Tips for Ridgeline Cycles #

• For warranty work on a built bike, open the RMA with qty 0 on the part and use the Notes field to track what was diagnosed — the RMA becomes the case history even if no credit is issued.
• When a special-order part arrives damaged, open a vendor return and a customer-facing RMA so both sides stay in sync.
• Use Scrap disposition for parts that can’t be resold — it keeps your on-hand counts honest.

Where to go next #

• Sales Manager — view the resulting credit memo.
• Customer Refund (Banking) — cut a check or issue a cash refund.
• Inventory → Adjustments — correct stock if an item was mis-graded.