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PatientNow Essentials/EnvisionNow: Processing Returns on Credit Cards

Processing Returns on Credit Cards

How to process a return with credit card payment types

  1. Create a new sales transaction in Sales Register screen, select the client's name that is making the return and add the items that the client wishes to return.
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  2. Click the edit pencil to open the items that are being returned, and then choose the Return Item button for each.
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    [IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002y3J&feoid=00N3s00000QF9k7&refid=0EMRd000008z8Ic">)

  3. Click Take Payment. Process the same way you would a normal transaction. The Total Due amount will be a negative number.
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    [IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002y3J&feoid=00N3s00000QF9k7&refid=0EMRd000008zEW5">)

  4. Once you swipe the card, the credit will process and will be added to the payment list.
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  5. Click Cash Out to save and complete the transaction.

[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002y3J&feoid=00N3s00000QF9k7&refid=0EMRd000008zEav">)

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