Cash - Processing a Refund - Revision history

Abrown at 10:48, 23 January 2018

2018-01-23T10:48:44Z

← Older revision		Revision as of 11:48, 23 January 2018
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	<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/RefundOf.png</Center>		<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/RefundOf.png</Center>

	~~You~~ now have 2 options:		If money has exchanged hands you now have 2 options:

	*Keep any money paid on the patients account - Simply click the Account sale button and choose 'No' when prompted.		*Keep any money paid on the patients account - Simply click the Account sale button and choose 'No' when prompted.
	*Return any money paid to the patient - Click the Pay button, select the relevant method of payment and click the Sale button.		*Return any money paid to the patient - Click the Pay button, select the relevant method of payment and click the Sale button.

	If no money has exchanged ~~hands~~ then simply click the Sale button to complete the transaction.		If no money has been exchanged then simply click the Sale button to complete the transaction.

Abrown at 10:47, 23 January 2018

2018-01-23T10:47:41Z

← Older revision		Revision as of 11:47, 23 January 2018
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	You can do this by holding the Control (CTRL) key down, and at the same time clicking once on each sale item so that they become highlighted.		You can do this by holding the Control (CTRL) key down, and at the same time clicking once on each sale item so that they become highlighted.

			<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/TransDetails.png</Center>

	When you have done this, click the Refund button.		When you have done this, click the Refund button.

	~~<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/TransDetails.png</Center>~~

	This will display the Refund popup. This will be displayed once for each item that you highlighted in the previous screen.		This will display the Refund popup. This will be displayed once for each item that you highlighted in the previous screen.

Abrown: /* Full Refund */

2018-01-23T10:47:03Z

Full Refund

← Older revision		Revision as of 11:47, 23 January 2018
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	In order to do this, go into the Cash Module and click on the Find Trans button.		In order to do this, go into the Cash Module and click on the Find Trans button.

			<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/FindTrans.png</Center>

	Here you can use the Patient, Transaction ID or dates to find your transaction. Enter the relevant information and then click Find.		Here you can use the Patient, Transaction ID or dates to find your transaction. Enter the relevant information and then click Find.
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	When you have done this, click the Refund button.		When you have done this, click the Refund button.

			<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/TransDetails.png</Center>

	This will display the Refund popup. This will be displayed once for each item that you highlighted in the previous screen.		This will display the Refund popup. This will be displayed once for each item that you highlighted in the previous screen.

			<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/Refund.png</Center>

	You are required to alter the refund amount (a full refund is assumed) and enter a reason as to why you are refunding this item. You will not be able to proceed until a reason has been entered.		You are required to alter the refund amount (a full refund is assumed) and enter a reason as to why you are refunding this item. You will not be able to proceed until a reason has been entered.
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	When you have done this you will be returned to the main cash screen. You may notice that you are now part way through a transaction, and that for each item you decided to refund a 'Refund of' sale item has been created.		When you have done this you will be returned to the main cash screen. You may notice that you are now part way through a transaction, and that for each item you decided to refund a 'Refund of' sale item has been created.

			<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/RefundOf.png</Center>

	You now have 2 options:		You now have 2 options:

Abrown at 12:07, 19 January 2018

2018-01-19T12:07:09Z

← Older revision		Revision as of 13:07, 19 January 2018
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	Below is a guide to process a simple full refund. It may be necessary to call Optisoft Support if your requirements differ from the below scenario.		Below is a guide to process a simple full refund. It may be necessary to call Optisoft Support if your requirements differ from the below scenario.

			==Full Refund==

	The first thing to understand is that a Refund should be thought of as creating a negative sale, rather than simply giving someone their money back.		The first thing to understand is that a Refund should be thought of as creating a negative sale, rather than simply giving someone their money back.

Abrown at 12:06, 19 January 2018

2018-01-19T12:06:03Z

@@ Line 1: / Line 1: @@
 There are numerous scenarios that could prompt the necessity for a Refund to be performed in Optisoft Enterprise.
-Below is a guide to process the main 2 types of Refunds, full and partial.
+Below is a guide to process a simple full refund. It may be necessary to call Optisoft Support if your requirements differ from the below scenario.
 The first thing to understand is that a Refund should be thought of as creating a negative sale, rather than simply giving someone their money back.
-==Full Refund==
+To begin, you will need to locate the original transaction that contains the sell item(s) you wish to refund.
 [[Cash - Using Cash|Back]]

Abrown at 12:26, 7 December 2017

2017-12-07T12:26:43Z

← Older revision		Revision as of 13:26, 7 December 2017
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			There are numerous scenarios that could prompt the necessity for a Refund to be performed in Optisoft Enterprise.

			Below is a guide to process the main 2 types of Refunds, full and partial.

			The first thing to understand is that a Refund should be thought of as creating a negative sale, rather than simply giving someone their money back.

			==Full Refund==



	[[Cash - Using Cash\|Back]]		[[Cash - Using Cash\|Back]]

Abrown: Created page with " Back"

2017-12-07T12:20:04Z

Created page with " Back"

New page

[[Cash - Using Cash|Back]]