Editing and deleting returns

Editing returns

1. On the Patient browser tab, open the patient’s file.
2. Click the Sales history tab.
3. Right-click the desired return and select Edit return details.
4. Adjust the return as necessary, and click UPDATE RETURN.

Editing return application(s)

1. On the Patient browser tab, open the patient’s file.
2. Click the Sales history tab.
3. Right-click the desired return and select Edit return application(s).
4. 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 SAVE.
5. 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 SAVE.
6. In the Confirm operation dialog box, do one of the following:

   • Click Yes to proceed.

     QuickBooks

     If return applications are adjusted in Blueprint OMS, return credits will NOT be adjusted in QuickBooks. Manually make the corresponding change in the QuickBooks company file, or proceed with deleting the return.
   • Click No to cancel.

Deleting returns

1. On the Patient browser tab, open the patient’s file.
2. Click the Sales history tab.
3. Right-click the desired return and select Delete return.
4. In the Confirm operation dialog box, do one of the following:

   1. Click Ok to proceed. 

   2. Click Cancel.