Returns and refunds are normal in business. But with VFD, you can't simply "delete" a receipt. Here's how to handle refunds properly.
Why You Need Credit Notes
Once a VFD receipt is transmitted to TRA, it's permanent. You cannot delete or modify it. Credit notes are the official way to reverse sales.
A credit note:
- References the original receipt number
- Shows the refund amount
- Adjusts VAT accordingly
- Gets transmitted to TRA
When to Issue Credit Notes
- Customer returns goods – Full or partial refund
- Pricing error – Wrong price charged
- Damaged goods – Customer received defective items
- Service cancellation – Service not delivered
How to Issue Credit Notes in Tawala
Step 1: Find Original Receipt
Go to Sales → View Receipts and search for the original receipt.
Step 2: Create Credit Note
Click "Issue Credit Note," select items to refund, and enter amounts.
Step 3: Submit
Review and submit. The credit note transmits to TRA automatically.
Best Practices
- ✅ Document why each credit note was issued
- ✅ Issue promptly, don't delay
- ✅ Train staff on proper procedures
- ❌ Never give refunds without a credit note
- ❌ Don't issue excessive unexplained credit notes
Reconciliation
Your Z-Reports show gross sales minus credit notes, so you only pay VAT on net sales.
Simplify Your Refund Process
Tawala makes credit notes easy while staying TRA compliant.
Get Started →