Difference between revisions of "How to do a Refund"
From Optisoft
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There are 2 types of Refund, Transaction or Product. | There are 2 types of Refund, Transaction or Product. | ||
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==Transaction Refund== | ==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: | 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. | *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 | + | *In the Summary tab find and select the relevant transaction that you wish to refund. |
| − | *Press the refund button | + | *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. | *Enter a Reason as to why you are refunding the transaction. | ||
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*Confirm the transaction. | *Confirm the transaction. | ||
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This type of refund will only refund one, or a selection, of particular products. | 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: | ||
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| + | <center>[[image:ProductRefund2022.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. | *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. | ||
| − | * | + | *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. | ||
*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. | *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. | *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. | ||
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| + | ==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: | ||
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| + | <center>[[image:PaymentsRefund2022.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. | ||
| + | *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:
- 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:
- 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:
- 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.
