Difference between revisions of "How to do a Refund"

From Optisoft
Jump to: navigation, search
 
(14 intermediate revisions by the same user not shown)
Line 1: Line 1:
== This page is currently under construction ==
 
 
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>
+
==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:
  
 +
<center>[[image:SummaryRefund2022.png|border|900px|Refund]]</center>
  
=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.
 
*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.
 
*Go to the Cash module.
*In the Summary tab find the relevant Sale transaction that you wish to refund.
+
*In the Summary tab find and select the relevant transaction that you wish to refund.
*Press the refund button
+
*Press the refund button.
*Enter you login details.
+
*If you have Cash Security turned on, enter you login details.
 
*Enter a Reason as to why you are refunding the transaction.
 
*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.
 
*Confirm the transaction.
  
=Product Refund=
+
==Product Refund==
This type of refund will only refund one particular product.
+
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:
 
To do a Product Refund, you need to do the following:
 +
 +
<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.
 
*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.
 
*Go to the Cash module.
*Click on the Products tab
+
*Click on the Products tab.
*Find the Product you wish to refund.
+
*Find the Product you wish to refund and select it.
 
*Click the Refund button.
 
*Click the Refund button.
*Enter you login details.
+
*If you have Cash Security turned on, enter you login details.
 
*Enter a Reason as to why you are refunding the transaction.
 
*Enter a Reason as to why you are refunding the transaction.
*Click on the Payment Type that you wish to use on the refund.
+
*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.
 
*Click Sale in the toolbar.
 
*Confirm the transaction.
 
*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.
 
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.
 +
*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.
  
  

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.


Back

Home