Difference between revisions of "How to do a Refund"
From Optisoft
| Line 5: | Line 5: | ||
| − | =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 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: | ||
| Line 18: | Line 18: | ||
*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 particular product. | ||
To do a Product Refund, you need to do the following: | To do a Product Refund, you need to do the following: | ||
Revision as of 08:51, 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.
