Processing a Return and Issuing a Refund to an Integrated Credit Card Terminal
1. Once the patient is displayed in the Patient Reserve, select the Checkout tab to open a new invoice.
2. In the Item field at the top, type the name of the item you wish to return, and select it from the dropdown menu. Within the Quantity field, type a negative followed by the number of items you wish to return.
- For example, if the owner is returning 2 bags of dog treats, the Quantity field should say -2.
Important Note: The negative quantity must be done before you click Add Item. This is what tells the system this is a return mode.
3. Next, select the Credit/Debit card from the Payment Type dropdown as you would for a sale transaction, and then select Issue Refund.
4. A slideout menu will appear to confirm the refund amount. Select Add Payment when ready to continue.
Important Note: If your hospital has integration with Clearent, the slideout menu will appear asking you to select the terminal or saved credit card on file if applicable. Once selected, you can process the refund payment in the terminal. For more information about Hippo Manager's integration with Clearent, check out Integrations: Clearent Payment Processing.
5. Once the refund payment is issued, return back to the Sales Register and the amount Due should say $0.00. Select Complete Invoice to generate a receipt.
Processing a Return and Issuing a Refund to a Non-Integrated Credit Card Terminal
1. Once the patient is displayed in the Patient Reserve, click the Checkout tab to open a new invoice.
2. In the Item field at the top, type the name of the item you wish to return, and select it from the dropdown menu. Within the Quantity field, type a negative followed by the number of items you wish to return.
- For example, if the owner is returning 2 bags of dog treats, the Quantity field should say -2.
Important Note: The negative quantity must be done before you click Add Item. This is what tells the system this is a return mode.
3. Next, select the payment type from the Payment Type dropdown as you would for a sale transaction, and then select Issue Refund.
4. A slideout menu will appear asking you to confirm the total, and you should select Add Payment. At this time you can proceed to your terminal to process the refund payment.
5. Once the refund payment is issued, return back to the Checkout screen and the Amount Due should say $0.00. Select Complete Invoice to generate a receipt.
Helpful Tip:
For assistance with applying an existing account credit to an invoice at checkout, check out Administration: Creating and Using Account Credit Codes
For assistance with issuing a refund or account credit that does not involve a credit card, check out Checkout: Processing Returns & Issuing Cash Refunds or Account Credits