Difference between revisions of "How to do a Refund"

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There are 2 types of Refund, Transaction or Product.
 
There are 2 types of Refund, Transaction or Product.
  
<center>[[image:Refund.png|border|700px|Appointment Booking]]</center>
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<center>[[image:Refund.png|border|700px|Refund]]</center>
  
  

Revision as of 08:50, 17 May 2019

This page is currently under construction

There are 2 types of Refund, Transaction or Product.

Refund


Transaction Refund=

This type of refund will refund all the products on the original transaction. To do a Transaction Refund, you need to do the following:

  • Start by finding the relevant patient record in the Patient module, or, if the transaction you are trying to refund was an anonymous one, clear the active patient.
  • Go to the Cash module.
  • In the Summary tab find the relevant Sale transaction that you wish to refund.
  • Press the refund button
  • Enter you login details.
  • Enter a Reason as to why you are refunding the transaction.
  • Click on the Payment Type that you wish to use on the refund.
  • Click Sale in the toolbar.
  • Confirm the transaction.

Product Refund

This type of refund will only refund one particular product. To do a Product Refund, you need to do the following:

  • Start by finding the relevant patient record in the Patient module, or, if the transaction you are trying to refund was an anonymous one, clear the active patient.
  • Go to the Cash module.
  • Click on the Products tab
  • Find the Product you wish to refund.
  • Click the Refund button.
  • Enter you login details.
  • Enter a Reason as to why you are refunding the transaction.
  • Click on the Payment Type that you wish to use on the refund.
  • Click Sale in the toolbar.
  • Confirm the transaction.

It is worth pointing out that in either process, once you have the refund items listed in the Products grid, you can change the price to give a partial refund. The price that you enter should be the amount that you are refunding.


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