Using TMS Devices to Process Returns

When you perform a return 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 returns and use the Ingenico iCT220 Terminal to refund payments for orders made using a single credit card or multiple credit cards.

  • After you set up TMS and the Ingenico iCT220 Terminal, you can no longer process a return for a purchase made using a previous credit card processing system.
  • You can process refunds on an Ingenico iCT220 Terminal only if the original transaction was performed on an Ingenico iCT220 Terminal.
  • You can process a return one or more days following the transaction, but you must process same-day voids on the same device in the same store.

Topics include the following:

  1. Verify that the Ingenico iCT220 Terminal is ready.
  2. From the Patient Orders window in AcuityLogic POS, select Return from the Actions drop-down list.
  3. Click Full Return in the Sale Detail section and click Save.
    Click Full Return w/out Exam to return all items without refunding the exam fees, or click the Return link to return individual items.

    The Confirm window opens.

  4. From the Select Reason for Return drop-down list, select a return reason and click Refund.

    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 return/refund report opens in a new browser window.

  5. In the Payment Refund section, click Edit for the credit card payment.

    The last four digits of the credit card is displayed to help you identify the correct payment.
  6. In the Refund Payment window, click OK to confirm the refund amount and to close the window.
  7. In the Payment Refund section, click Save.
  8. Click OK on the dialog window that opens in AcuityLogic.
  9. Follow the prompts on the Ingenico iCT220 Terminal to complete the return.
  10. Follow the prompts on the Ingenico iCT220 Terminal to print a receipt, if needed.

    The AcuityLogic return/refund report opens in new browser window.

    If you need to print the return/refund 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 Return from the Actions drop-down list.
  3. Click Full Return in the Sale Detail section and click Save.
    Click Full Return w/out Exam to return all items without refunding the exam fees, or click the Return link to return individual items.

    The Confirm window opens.

  4. From the Select Reason for Return drop-down list, select a return reason and click Continue with Refund.

    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 return/refund report opens in a new browser window.
  5. 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.
  6. In the Refund Payment window, click OK to confirm the refund amount and to close the window.

  7. In the Payment Refund section, click Save.

  8. Click OK on the dialog window that opens in AcuityLogic.
  9. Follow the prompts on the Ingenico iCT220 Terminal to complete the return.
  10. Follow the prompts on the Ingenico iCT220 Terminal to print a receipt, if needed.

    The AcuityLogic return/refund report opens in new browser window.

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

  11. Repeat steps 5–10 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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