CREATE - Return Order

Notes:

• Return Orders can contain Products, Services, and Packages.
• Products can be Supplement or Non-Supplement.
• Return Orders update to Return Invoices and Return Receipts as processed.

Steps:

1. Go to "Patients" in the green side menu.
2. Select the Patient from the "Patient List".
3. Click the blue "Return Order" button in "Supplements".
4. Status and Payment Status will show as "Draft".
5. Select the corresponding "Add..." button (e.g., green "Add Product").
6. Choose desired Products, Services, or Packages from the modal.
7. Only previously purchased items by the Patient are shown.
8. Continue selecting items as needed, then select "Close".
9. Edit "Quantity Returned" if needed.
10. Original Discounts, Taxes, Commissions will display if applicable.
11. Click green "Invoice" button.
12. Select green "Continue" in the "TRANSACTION COMPLETED" modal.
13. Status updates to "Returned" and Payment Status to "Open".
14. Return Order updates to a Return Invoice.
15. To process refund payment, click green "Collect Pmt, $ Money Bag".
16. To place refund owed on account, click red "On Account, X Money Bag".

Collect Pmt, $ MONEY BAG:

• Select green "Refund Pmt, $ Money Bag".
• Choose refund amount or input other.
• Select payment type and enter additional info if needed.
• Click green "Pay".
• Status updates to "Closed" and Payment Status to "Refunded".
• Return Invoice converts to Return Receipt.

On Account, X MONEY BAG:

• Select red "On Account, X Money Bag".
• Click green "Continue" in modal.
• Refund amount added to Patient's Ledger Balance.
• Status remains "Returned" and Payment Status "Open".
• Return Invoice stays as Return Invoice.

17. Return Order is saved automatically.