This tutorial will explain how to process a standard order return request for a previously purchased order in Vision(X).
Select a Patient and Invoice
Select a patient from the Patients tab, then identify the correct invoice that contains the desired order for return from the Invoices section of the patient's summary page. Click the Invoice number to open the invoice:
Return and Refund Item
The invoice will display. To select an item from this invoice to return, click "+Return and refund item":
The Return & Refund menu will appear. Select the line item from the invoice containing the item for return, then use the drop-down menu to select a reason for return. When ready, click "Save without refund" or "Return and Refund" as appropriate for the return reason selected:
If a refund is to be issued, you will be asked to review the refund details. Make adjustments to the Refund Amount field as necessary, and when ready, click "Save Refund":
Success!
You will receive a confirmation that the record of refund has been successfully saved in your Vision(X) site:
The return will now appear on the posted invoice as a new line item:
