What is a Return Jobsheet?
A Return Jobsheet is the document you use to issue your customers a refund, essentially its the opposite of a Jobsheet. It has the same functionality as a Jobsheet, such as labour allocation and take payment functions.
How to create a Return Jobsheet
- Ensure Service is selected, then select the Return Jobsheet option from the home screen, followed by + New
- Start by selecting a vehicle registration number which will pre-populate your customer details
Decide on the item lines what you are refunding, you can choose from Items, Labour or External Service.
If you are issuing a service return order for a non account customer, you may need to use the “Refund” functionality to account for the financial refund (Cash/Card Refund).
Once the document is complete, simply press “post” or “post & print” located in the Action Bar.