Returning services, batteries, and accessories
Returning batteries, accessories, and services
Only items set as 'returnable' will display when processing a return. See: Setting up batteries, accessories, or services for more information.
On the Patient browser tab, open the patient’s file.
Click the Sales history tab.
Click on the desired sale.
Click Return items.
In the Return items screen, do any of the following:
Remove any items from the sale which are not being returned, by clicking on them and pressing the Delete key on the keyboard.
Adjust the quantities to be returned if necessary. See: Adjusting item quantities for more information.
Adjust the credit allocations (if any insurers were involved in the original transaction), by clicking into the Credit amount field on the Credit allocation panel.
Optionally, if your system has multiple credit memo templates, set your desired credit memo template in the drop-down menu at the upper right-hand corner of the screen. One will be chosen by default. After the return is logged, in a new tab, a credit memo will appear, and you can print it out for the patient.
Click Return items.
If a payment is applied against the sale, the Confirm operation dialog box appears. Do one of the following:
Click Yes to issue a refund.
Click No to save the credit on the patient's file.
A journal entry recording the return is created. In the patient's Sales history screen, click Refresh to see the return transaction, and, if a refund was logged, the refund transaction.
QuickBooks
QuickBooks credit memos are created for the patient, and any insurers to whom credits were allocated on the Return items screen.