Refunding Customer Credit

When you return an order or perform a price adjustment, AcuityLogic POS allows you to issue a refund to the patient immediately or issue a customer credit that can be applied to a new order. When you return an order from an old system, AcuityLogic automatically issues a customer credit for the return. If the patient does not want to apply their customer credit to a new order, you can refund the credit to the patient.

To refund customer credit

1. Open a patient profile. See Opening Patient Profiles.
2. Click the Orders tab.
3. Click Customer Credit.

   The patient’s order history displays.

4. Click Refund Customer Credit.

   The Confirm Refund window opens.

5. Click Refund.

   The Refund Payment screen opens.

6. Click Edit to open the Refund Payment window for a refund payment type.
   To split the refund between multiple payment types, click Edit and update the refund amount for each payment type.
7. In the Refund Payment window, verify the refund using one of the following methods:
   • For major credit cards refunds, enter the card number and expiration date from the original card used, verify the refund amount, and click OK.
   • For other refund payment types, verify the refund amount and click OK.
8. Click Save on the Payment Refund screen to issue the refund.

Related Topics

• Returning Orders
• Performing Price Adjustments
• Creating and Modifying Orders in AcuityLogic POS
• AcuityLogic POS