Customers & Sales

Customer Return List

The Customer Return List displays all customer return (credit note) transactions.

Default Columns

Column	Description
Number	Return document number.
Date	Posting date.
Customer Name	Name of the customer.
Amount	Total return amount.
E-Invoice Status	Electronic invoice certification status.

Available Columns

Additional columns configurable via list settings, in alphabetical order.

Column	Description
B2B Message	PEPPOL B2B status message.
B2B Status	PEPPOL B2B certification status.
Balance Due	Remaining balance.
Card Amount	Amount applied to customer card.
Comments	Return comments.
Customer Number	Customer account number.
Employee Name	Employee who processed the return.
Employee Number	Employee number.
Error Code	E-invoice failure code.
Error Message	E-invoice failure message.
Memo	Transaction memo.
MIN Number	Machine ID Number of station.
Paid?	Whether the return is fully settled.
Posted?	Whether the return is posted.
Printed?	Whether the return is printed.
Reference	Reference string.
Station Name	POS station name.
Station Number	Station number.
Store Name	Store name.
Store Number	Store number.
Time	Time of posting.

Filters

Filter

Quick-search the displayed list. Type text to instantly filter rows by matching against the selected column. Use the in dropdown to choose which column to search, and the by dropdown to switch between Starts With, Contains, or Exact Match.

Tip: If you do not see the column you want to search or view, go to File → Configure to customize which columns are displayed in the list. You can add, remove, and reorder columns to suit your workflow.

Sort Column & Method

Choose the column used to sort the list. The dropdown displays all columns you have chosen to view, including any custom column changes you have made. Use the second dropdown to switch between Ascending and Descending order.

Auto Size Columns

When checked, columns automatically resize to fit their contents each time the list refreshes. This ensures all data is visible without manual adjustment.

When unchecked, column widths are saved between sessions. You can drag column borders to set your preferred widths and they will be remembered the next time you open this screen. This is useful when you want a consistent layout regardless of the data displayed.

Store

Filter transactions by store. Defaults to the current store. Clear the field to show transactions from all stores.

Show

Filter by payment status:
• Unpaid only — Show transactions with outstanding balances.
• Paid only — Show fully paid or settled transactions.
• All — Show all transactions regardless of payment status.

Status

Filter by transaction posting status:
• Posted Only — Active, posted transactions (default).
• Voided Only — Voided or deleted transactions.
• Suspended Only — Unposted, suspended transactions.
• All — Show all transactions regardless of status.

Group

Filter by group membership. Select a group to show only transactions that belong to that group. Leave blank to show all.

Customer

Filter by a specific customer. Type part of a customer name or number to search, or use the lookup button. Leave blank to show all customers.

Customer Unit

Filter by customer unit (branch or sub-account). Only transactions for the selected customer unit will be shown.

With Serial

Filter to show only transactions that include a specific serial number. Leave blank to show all transactions.

Customer Group

Filter by customer group membership. Select a group to show only transactions for customers belonging to that group.

Date Range

Restrict the list to a specific date period. The dropdown offers these presets:

• All — No date filter (shows everything)
• Today / Yesterday
• This Week / This Week-to-date
• This Month / This Month-to-date
• This Year / This Year-to-date
• Last Week / Last Week-to-date
• Last Month / Last Month-to-date
• Last Year / Last Year-to-date
• Next Week / Next Month / Next Year
• Last 30 Days
• Custom — Enter specific From and To dates below

Date field shortcuts: Type a letter in any date field for quick entry: d = today, y = yesterday, t = tomorrow, w = first day of week, k = end of last week, m = first of month, eom = end of month, l = first of last month, h = end of last month, a = beginning of year, z = end of year, + / – = next / previous day.

From

The start date when using a custom date range filter.

to

The end date when using a custom date range filter.

E-Invoice Status

Filter by electronic invoice certification status. Options include Pending, Certified, Failed, Cancelled, and others. Only visible when electronic invoicing is enabled.

Error Code

Filter by a specific e-invoice error code. Only visible when the E-Invoice Status is set to Failed.

Retry All Failed

Button to retry all failed e-invoice submissions.

Serial

Filter by serial number. Enter a serial number to find matching transactions.

Unit

Filter by customer unit. Select a unit to show only transactions for that unit.

Related Screens

Customer Return

Invoice List