Knowledgebase: Credits
How do I return an item on one order and apply the credit to another order?
Posted by on 19 Jun 2012 05:47 PM

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Step 1 - Identify Orders

  • Navigate to Patient History Tab
  • Click on the Orders Tab

 In this example we will be working with the following orders:

Order 202

  • Payment: $112.34
  • Charges: $112.34
  • Balance: $0.00

Order 195

  • Charges: $457.99
  • Payment: $0.00
  • Balance: 457.99

orders

Step 2 – Refund

 

  • Open Order by double-clicking on line item
  • Go to the Invoice tab
  • Select/highlight the item
  • Click on the Return button
    • This process will return the Frame on the order creating a new line item with a negative -112.34 in RED

return

  • Click on Save to complete transaction
  • Go to Payments tab to view new balance of $-112.34

 

 

payment

  • For Refund Only Transaction click on Add button
    • Select Payment Type as “Refund”
    • Select Method of refund
    • Payment amount will auto-populate
    • Click Ok
    • Click Save
  •  For Credit Transfer to Another OrderTransaction continue to Step 3

 

 

 

 

Step 3 – Login

In this example we will be transferring the credit from Order 202 of $-112.34 to Order 195 which has a balance of $457.99

  • Open either Order 202 or 195 and go to the payments tab
  • Click Add button to create new payment
  • Payment Details
    • Select Method as “Credit Memo – Sales” from the drop-down
    • Set Payment Amount to 0.00 which will automatically allocate the credit in the Allocate table
    • Based on our example the Allocate table below displays the following:
      • Order 202 – Deduct the -112.34 by entering that dollar amount in the Allocate field as a negative amount
      • Order 195 – Apply the 112.34 by entering the dollar amount in the Allocate field as a positive amount to be applied to the balance of that order
      • Click Ok button to finalize the transaction

allocate

 

  • Once transaction has been completed you will see a new payment transactions created on each order
  • In this example Order 202 will display a new payment entry reflecting the deduction of the $-112.34 as a Credit Memo - Sales

order202

  • Order 195 will display a new payment entry reflecting the transfer of $112.34 as a positive amount deducting from the balance on the order as a Credit Memo - Sales

order 195

  • Navigate back to the Patient History Tab and click on the refresh button to view the updated balances

history

For additional assistance please contact My Vision Express Support 

1-877-882-7456

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