Customer Returns Not Reflecting in Previous Credit Amount

ERPNext Selling/CRM
1

Hello ,

I’ve come across an intriguing scenario in ERPNext related to customer returns and their impact on the customer’s credit amount.

Here’s the situation in detail:

  1. I created a sales invoice against Customer ABC in ERPNext, where the is_pos was checked, resulting in a status of “unpaid” since the value in the payment table was set to 0 manually.

  2. Subsequently, the same customer, ABC, returned an item unrelated to the previous invoice. In this return invoice, both the is_pos and is_return flags were appropriately set.

  3. The return invoice was processed, and the amount was credited from the “Cash in Hand” account .

However, here’s the issue:

The credited amount from the return invoice doesn’t seem to reflect in the customer’s previous credit amount. Ideally, I would expect any amount credited due to a return to be added to the customer’s existing credit balance. This doesn’t appear to be happening, which raises concerns about accurate credit tracking and customer accounting.

Best regards