Difference between revisions of "How to do a Refund"
From Optisoft
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== This page is currently under construction == | == This page is currently under construction == | ||
| + | There are 2 types of Refund, Transaction or Product. | ||
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| + | <center>[[image:Refund.png|border|700px|Appointment Booking]]</center> | ||
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| + | =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 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 particular product. | ||
| + | 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. | ||
| + | *Click 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. | ||
| + | |||
| + | 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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[[Cash|Back]] | [[Cash|Back]] | ||
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Revision as of 08:49, 17 May 2019
This page is currently under construction
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 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 particular product. 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.
- Click 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.
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.
