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Editing returns
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If a refund is applied against a return, please contact Blueprint Solutions to remove the refund prior to editing the return. |
- On the Patient browser tab, open the patient’s file.
- Click the Sales history tab.
- Right-click the desired return and select Edit return details.
- Adjust the return as necessary, and click
.Status title Update return
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An update to a return will not transfer to QuickBooks. First, delete the return and then redo the return. |
Editing return application(s)
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Return credits must be unapplied from a sale in order to delete the return. |
- On the Patient browser tab, open the patient’s file.
- Click the Sales history tab.
- Right-click the desired return and select Edit return application(s).
- In To unapply return credits, in the Edit return applications dialog box, un-check the box to the left of the TXN ID number, and click
.Status title Save - To adjust the applied amount, in the Edit return applications dialog box, double-click in the Amount applied field and enter the desired amount, click out of the cell or click Enter on the keyboard to save the change, and click
.Status title Save - In the Confirm operation dialog box, do one of the following:
Click Yes to proceed.
Info title QuickBooks If unapplied return applications are adjusted in Blueprint OMS, return credits will not NOT be unapplied adjusted in QuickBooks. Proceed Manually make the corresponding change in the QuickBooks company file, or proceed with deleting the return in Blueprint OMS to remove it from QuickBooks. - Click No to cancel.
Deleting returns
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If deleted in Blueprint OMS, the return will also be deleted from QuickBooks. |
- On the Patient browser tab, open the patient’s file.
- Click the Sales history tab.
- Right-click the desired return and select Delete return.
- In the Confirm operation dialog box, do one of the following:
Click Yes Ok to proceed.
- Click No to cancel Cancel.
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Deleting a return of hearing aids will place the aids back in 'Active' status in the patient's Hearing aids tab. |
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