Using TMS Devices to Perform Price Adjustments

When you perform price adjustments on orders, you can refund the amount paid to the customer or issue a credit to apply to a new order. This section explains how to process price adjustments and use the Ingenico iCT220 Terminal to refund payment for orders made using a single credit card or multiple credit cards.

Topics include the following:

  1. Verify that the Ingenico iCT220 Terminal is ready.

  2. From the Patient Orders window in AcuityLogic POS, select Adjust from the Actions drop-down list.

    The Confirm Payment Adjustment window opens.

  3. Enter the amount in the Adjustment amount field.
  4. From the Select a Reason drop-down list, select a price adjustment reason and click Adjust.
  5. In the Confirm Payment Adjustment window, click Refund to refund the payment adjustment amount to the patient’s credit card.

    AcuityLogic directs you to the payment refund window.

    If you click Credit, AcuityLogic issues a customer credit for the payment amount and returns you to the Patient Orders window. The AcuityLogic price adjustment report opens in a new browser window.
  6. In the Payment Refund section, click Edit for the credit card payment type.
    The last four digits of the credit card is displayed to help you identify the correct payment.
  7. In the Refund Payment window, click OK to confirm the refund amount and to close the window.
  8. In the Payment Refund section, click Save.
  9. Click OK on the dialog window that opens in AcuityLogic.
  10. Follow the prompts on the Ingenico iCT220 Terminal to perform the price adjustment.
  11. Follow the prompts on the Ingenico iCT220 Terminal to print a receipt, if needed.

    The price adjustment report from AcuityLogic opens in a new browser window.

    If you need to print the price adjustment report after the transaction has ended, click the Transactions tab and click the Print icon for the return.

  1. Verify that the Ingenico iCT220 Terminal is ready.

  2. From the Patient Orders window in AcuityLogic POS, select Adjust from the Actions drop-down list.

    The Confirm Payment Adjustment window opens.

  3. Enter the amount in the Adjustment amount field.
  4. From the Select a Reason drop-down list, select a price adjustment reason and click Adjust.
  5. In the Confirm Payment Adjustment window, click Refund to refund the payment adjustment amount to the patient’s credit card.

    AcuityLogic issues a customer credit for the payment and directs you to the payment refund window.

    If you click Credit, AcuityLogic issues a customer credit for the payment amount and returns you to the Patient Orders window. The AcuityLogic price adjustment report opens in a new browser window.

  6. In the Payment Refund section, click Refund for the first credit card payment.

    • The last four digits of the credit card is displayed to help you identify the correct payment.
    • The Payment Refund section includes the patient's transactions that are eligible for a refund and may include payments from other orders.
  7. In the Refund Payment window, click OK to confirm the refund amount and to close the window.
  8. In the Payment Refund section, click Save.
  9. Click OK on the dialog window that opens in AcuityLogic.
  10. Follow the prompts on the Ingenico iCT220 Terminal to perform the price adjustment.
  11. Follow the prompts on the Ingenico iCT220 Terminal to print a receipt, if needed.

    The price adjustment report from AcuityLogic opens in a new browser window.

    If you need to print the price adjustment report after the transaction has ended, click the Transactions tab and click the Print icon for the return.

  12. Repeat steps 6–11 for each credit card payment.

    AcuityLogic returns you to the Patient Orders window after the total customer credit amount is refunded.

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