Exchanging a set of hearing aids

Return the first set of hearing aids

1. To do so, go to the patient’s file

2. Open the patient’s hearing aids tab

3. Once in the hearing aids tab, right-click on the hearing aid and select Return to manufacturer or Return to stock

4. From the Return items screen, select the reason for return

   1. Optionally, adjust any charges using the Price and Discount columns

   2. Select Return items
      
      

      1. If the hearing aids were already paid for, a message will pop up asking if you would like to issue the client a refund, select no.  This will create a credit that can be applied to the sale of their next set of hearing aids

      2. If no payments were made on  the returned hearing aids, the return will be automatically applied to the sale
         
         
         

Order the second set of hearing aids and follow the order-receive-deliver process.  Steps for this process can be found here.

Apply the return credit to the sale

1. Right-click on the return and select Apply payment/credit

2. In the apply payment/credit screen, select the sale that the credit will be applied to and click Apply
   
   

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