Difference between revisions of "How to do a Refund"

Revision as of 14:19, 20 May 2019

There are 2 types of Refund, Transaction or Product.

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 and select 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, or a selection, of particular products. 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 and select it.
• Click the Refund button.
• Enter you login details.
• Enter a Reason as to why you are refunding the transaction.
• If necessary, find the next product you wish to refund, click the refund button, enter a reason and repeat for as many products as required.
• 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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