How to do a Refund - Revision history

Optiwiki at 15:04, 10 March 2022

2022-03-10T15:04:08Z

2022-03-01T15:09:30Z

‎Payment Refund

2022-03-01T15:04:45Z

‎Transaction Refund

2022-03-01T10:35:48Z

2022-03-01T10:31:10Z

2022-03-01T10:29:44Z

2022-02-28T11:27:36Z

‎Transaction Refund

2019-05-20T14:19:27Z

2019-05-17T13:56:35Z

2019-05-17T13:54:15Z

@@ Line 5: / Line 5: @@
 To do a Transaction Refund, you need to do the following:
-<center>[[image:SummaryRefund2022.png|border|700px|Refund]]</center>
+<center>[[image:SummaryRefund2022.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.
@@ Line 19: / Line 19: @@
 To do a Product Refund, you need to do the following:
-<center>[[image:ProductRefund2022.png|border|700px|Refund]]</center>
+<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.
@@ Line 38: / Line 38: @@
 To do a Payment Refund, you need to do the following:
-<center>[[image:PaymentsRefund2022.png|border|700px|Refund]]</center>
+<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.

@@ Line 35: / Line 35: @@
 ==Payment Refund==
-This type of refund will only refund one particular payment.
+This type of refund will refund one particular or a selection of payments.
 To do a Payment Refund, you need to do the following:
@@ Line 47: / Line 47: @@
 *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 products as required.
+*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.

@@ Line 2: / Line 2: @@
 ==Transaction Refund==
-This type of refund will refund all the products on the original transaction.
+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:
@@ Line 9: / Line 9: @@
 *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.
+*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.

@@ Line 26: / Line 26: @@
 *Find the Product you wish to refund and select it.
 *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.
 *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.

@@ Line 19: / Line 19: @@
 To do a Product Refund, you need to do the following:
-<center>[[image:ProductRefund.png|border|700px|Refund]]</center>
+<center>[[image:ProductRefund2022.png|border|700px|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.

← Older revision		Revision as of 13:56, 17 May 2019
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−	~~== This page is currently under construction ==~~
	There are 2 types of Refund, Transaction or Product.		There are 2 types of Refund, Transaction or Product.