Returning Eyeglass Orders

  1. On the left side of the Demographics screen, click Material Orders.
  2. Locate the order in the Invoiced Orders grid, and select Return from the Actions drop-down list.

    The Return Orders screen opens.

  3. Complete one of the following steps:
    • To return everything on the order, click Full Return.
    • To return only the materials on the order and not the exam, click Full Return w/out Exam.
    • To return only the line item, click the Return link next to a line item in the Sale Detail grid.
  4. Click Save.

    The Confirm window opens.

  5. Select the Reason for Return.
  6. Return Frame to Inventory is selected by default. If the frame cannot be resold, deselect this check box.

  7. Choose how you want to process the return:
    • To refund the amount to the patient, click Refund.

      In the screen that opens, click Edit next to the Payment Type, enter the Amount, and click Save.

      • If you select MailCheck as the payment type when refunding a payment made today, the refund amount is not deducted from today's Daily Closing. As a result, the Calculated amount shown in Daily Closing will be higher than the Actual amount.
      • If you select any payment type other than MailCheck, the refund amount is deducted from today's Daily Closing.
    • To apply a credit to the patient’s account, click Credit.

    The credit appears under the Patient’s Outstanding Balances.

    The Return/Refund receipt opens in a new window, and the remake order information is displayed in the Invoiced Orders grid.