Difference between revisions of "How to do a Refund"

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== This page is currently under construction ==
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There are 2 types of Refund, Transaction or Product.
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==Transaction Refund==
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This type of refund will refund all the products and payments on the original transaction.
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To do a Transaction Refund, you need to do the following:
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<center>[[image:SummaryRefund2022.png|border|900px|Refund]]</center>
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*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.
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*Go to the Cash module.
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*In the Summary tab find and select the relevant transaction that you wish to refund.
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*Press the refund button.
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*If you have Cash Security turned on, enter you login details.
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*Enter a Reason as to why you are refunding the transaction.
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*Confirm the transaction.
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==Product Refund==
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This type of refund will only refund one, or a selection, of particular products.
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To do a Product Refund, you need to do the following:
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 +
<center>[[image:ProductRefund2022.png|border|900px|Refund]]</center>
 +
 
 +
*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.
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*Click on the Products tab.
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*Find the Product you wish to refund and select it.
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*Click the Refund button.
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*If you have Cash Security turned on, enter you login details.
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*Enter a Reason as to why you are refunding the transaction.
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*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.
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*Click Sale in the toolbar.
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*Confirm the transaction.
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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.
 +
 
 +
==Payment Refund==
 +
This type of refund will refund one particular or a selection of payments.
 +
To do a Payment Refund, you need to do the following:
 +
 
 +
<center>[[image:PaymentsRefund2022.png|border|900px|Refund]]</center>
 +
 
 +
*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 Payments tab.
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*Find the Payment you wish to refund and select it.
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*Click the Refund button.
 +
*If you have Cash Security turned on, enter you login details.
 +
*Enter a Reason as to why you are refunding the transaction.
 +
*If necessary, find the next payment you wish to refund, click the refund button, enter a reason and repeat for as many payments as required.
 +
*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 Payments 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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[[Cash|Back]]
 
[[Cash|Back]]
  
 
[[Optisoft.NET Help|Home]]
 
[[Optisoft.NET Help|Home]]

Latest revision as of 15:04, 10 March 2022

There are 2 types of Refund, Transaction or Product.

Transaction Refund

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

Refund
  • 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 transaction that you wish to refund.
  • Press the refund button.
  • If you have Cash Security turned on, enter you login details.
  • Enter a Reason as to why you are refunding the transaction.
  • 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:

Refund
  • 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.
  • If you have Cash Security turned on, 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 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.

Payment Refund

This type of refund will refund one particular or a selection of payments. To do a Payment Refund, you need to do the following:

Refund
  • 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 Payments tab.
  • Find the Payment you wish to refund and select it.
  • Click the Refund button.
  • If you have Cash Security turned on, enter you login details.
  • Enter a Reason as to why you are refunding the transaction.
  • If necessary, find the next payment you wish to refund, click the refund button, enter a reason and repeat for as many payments as required.
  • 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 Payments 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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