--- title: Creating an RMA description: Here we'll walk you through how to create an RMA (return merchandise authorization) from scratch or from an invoice. The RMA module is based on Paragon's standard transaction screen. If you are not fa --- [Skip to content](https://support.paragon-erp.com/creating-an-rma#main-content) English Show submenu for translations [![paragon logo-1.png\]](https://support.paragon-erp.com/hs-fs/hubfs/paragon%20logo-1.png?width=240&height=75&name=paragon%20logo-1.png)](https://support.paragon-erp.com/?hsLang=en) - [New Ticket](https://share-eu1.hsforms.com/1PiwaZCxTRpabuHVnQxGeXQc751y) - [Tickets](https://help.paragon-erp.com/tickets) - [Knowledge Base](https://support.paragon-erp.com/) - [Sign out](https://20488534.hs-sites.com/_hcms/mem/logout) Open main navigation Close main navigation - [New Ticket](https://share-eu1.hsforms.com/1PiwaZCxTRpabuHVnQxGeXQc751y) - [Tickets](https://help.paragon-erp.com/tickets) - [Knowledge Base](https://support.paragon-erp.com/) - [Sign out](https://20488534.hs-sites.com/_hcms/mem/logout) - English Show submenu for translations - [Go to website](https://www.paragon-erp.com/) [Go to website](https://www.paragon-erp.com/?hsLang=en) Welcome! Search our Knowledge Base. - There are no suggestions because the search field is empty. 1. [ParagonERP](https://support.paragon-erp.com/?hsLang=en) 2. [Sales](https://support.paragon-erp.com/sales?hsLang=en) 3. [Returns](https://support.paragon-erp.com/sales?hsLang=en#returns) August 6, 2025 # Creating an RMA ### Introduction Here we'll walk you through how to create an RMA (return merchandise authorization) from scratch or from an invoice. The RMA module is based on Paragon's standard transaction screen. If you are not familiar with the format of transaction screens, get yourself oriented on [transaction screens](https://support.paragon-erp.com/how-do-transaction-screens-work?hsLang=en). ### Open the RMA module Open the **RMA** module by selecting it in the **more** menu. ![](https://support.paragon-erp.com/hs-fs/hubfs/RMA%20module-jpg.jpeg?width=527&height=536&name=RMA%20module-jpg.jpeg)   ### Add a new RMA This is the list view of the RMA module. To add a new RMA, click on the **add new RMA** button. ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsncf1df438eb7215bbc9c3042a06e1dee272c63a99a3e61ac718de67920f14b470bc5d8b61c3350a7a05a4ed886a3d9844-1-1-1-3-1.png) ### Select the manual tab Select how you'd like to create the RMA by choosing one of the tabs. ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/edbsn32dbf46bbf956d4c5e15966b7677d946d927434c11bf545a9bf250e297a62ac11a33efb37f6df78a0d731012db8f0eb7-1-1-1-3-1.png) In this case select the **manual** tab. ### Complete the RMA form A blank RMA will appear. Enter the required information to complete the RMA. This information will include the customer account and products to be authorized for return. ![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202024-12-04%20081519-png.png?width=670&height=357&name=Screenshot%202024-12-04%20081519-png.png) ### Save the RMA When you are done entering the required information, click the **save** button on the bottom right hand corner. ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-21-12-9113-PM-1-1-3-1.png) Once you click the **save** button, your transaction will be assigned a **temp status** and a transaction number. ![](https://support.paragon-erp.com/hs-fs/hubfs/RMA%20number%20and%20status-jpg.jpeg?width=670&height=356&name=RMA%20number%20and%20status-jpg.jpeg) ### Create an RMA from an invoice To create an RMA from an invoice, choose **invoices** instead of manual. ![](https://support.paragon-erp.com/hs-fs/hubfs/RMA%20from%20invoice-jpg.jpeg?width=670&height=293&name=RMA%20from%20invoice-jpg.jpeg) Once you select one of the invoices, the screen will change to show only invoices for that specific customer. In this example, only invoices for the customer *Drones n Things* show. ![](https://support.paragon-erp.com/hs-fs/hubfs/image-png-Dec-04-2024-01-34-11-0984-PM.png?width=670&height=298&name=image-png-Dec-04-2024-01-34-11-0984-PM.png) You can choose one or multiple invoices for that customer to create your RMA. Click on the **accept** button to add lines from those invoices to your new RMA. ![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202024-12-04%20083705-png.png?width=87&height=40&name=Screenshot%202024-12-04%20083705-png.png) If the selected invoice has already been fully credited, the RMA will be created but a warning notification will be displayed. ![](https://support.paragon-erp.com/hs-fs/hubfs/image-png-Feb-25-2025-09-50-58-4250-PM.png?width=670&height=315&name=image-png-Feb-25-2025-09-50-58-4250-PM.png) ![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202024-12-04%20083832-png.png?width=670&height=357&name=Screenshot%202024-12-04%20083832-png.png)   Once your RMA has been created you can proceed in a number of ways using the green **action button** in the bottom right hand corner. ![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202024-12-04%20084100-png.png?width=126&height=186&name=Screenshot%202024-12-04%20084100-png.png) ### Issue the RMA You must **issue** the RMA to change the status to **issued**. Once issued, you will be able to use the RMA to create a [credit note](https://support.paragon-erp.com/creatimg-a-credit-manually?hsLang=en) or a [receipt](https://support.paragon-erp.com/creating-a-receipt?hsLang=en). If the RMA was created from an invoice with no units left to credit, a blocker notification will be displayed and the RMA will remain in Temp status. ![](https://support.paragon-erp.com/hs-fs/hubfs/image-png-Feb-25-2025-10-27-50-0701-PM.png?width=670&height=214&name=image-png-Feb-25-2025-10-27-50-0701-PM.png)   ### What's next? Take a look at these relevant articles next. [Generating and attaching PDF documents](https://support.paragon-erp.com/adding-attachments-in-paragon?hsLang=en#How_to_automatically_generate_PDF_attachments) [Creating an invoice](https://support.paragon-erp.com/creating-an-invoice?hsLang=en) [Creating a credit](https://support.paragon-erp.com/creating-a-credit?hsLang=en) - [Paragon Basics](https://support.paragon-erp.com/paragon-basics?hsLang=en#main-content) - [Paragon Modules & Features](https://support.paragon-erp.com/paragon-basics?hsLang=en#paragon-modules-features) - [Basic use Paragon](https://support.paragon-erp.com/paragon-basics?hsLang=en#basic-use-paragon) - [Advanced use Paragon](https://support.paragon-erp.com/paragon-basics?hsLang=en#advanced-use-paragon) - [Paragon policies](https://support.paragon-erp.com/paragon-basics?hsLang=en#paragon-policies) - [Customer](https://support.paragon-erp.com/paragon-basics?hsLang=en#customer) - [Configuring Paragon](https://support.paragon-erp.com/configuring-paragon?hsLang=en#main-content) - 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