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Question

RMA - Group the return and issue to a single invoice

  • March 2, 2026
  • 1 reply
  • 19 views
debbiereed72
Varsity I
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I know that if I Prepare Invoice FROM the Sales Order after the shipment and return are complete, I will get a single invoice with both the return and the new item(s).

However, that isn’t normal processing.  We don’t want to handle RMA invoicing separately. When we use Process Shipments > Prepare Invoice - we want to hold off invoicing till everything is returned and replacement shipped and create a single invoice (or credit memo if more returned than shipped). 

Is there any way to force the shipped and returned items into a single invoice?

Debbie Reed, W.M. Synergy

1 reply

debbiereed72
Varsity I
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  • debbiereed72
  • Author
  • Varsity I
  • March 5, 2026

I tried instead of process Shipments > Prepare Invoice, instead use Process Orders > Prepare Invoice rather than Process Shipments > Prepare Invoice -- still got an invoice and a credit memo. How to get a single invoice or credit memo from the items?

 

If the return and shipment are the same cost (ie replacing an item) it would be really nice to have a single $0 invoice rather than the extra step of having to apply the Credit Memo to the Invoice.

Anyone have any ideas?

I also tried RR order type.

(Note: RM Order type does have Bill Separately unchecked)

Debbie Reed, W.M. Synergy
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