Return Invoice (Private)

Reference: Return Invoice (auditdata.app)

Navigate to Sales > Return Invoice

Select Invoice Type “Sales Invoice” to completely return all items on the private invoice.

Click CONTINUE to accept and return this invoice. Next, confirm the reversal.  After confirmation, a message will present you with a new "reversal document" number.

Returning an invoice creates a new invoice with the original products/services reversed.

Credit Reasons are active, so during this process, you will be prompted to select the reason you are doing the Return.

Select and click “Continue”. The return process with end, and you will be presented with a screen displaying the new Credit Invoice. Press Enter to view the details, then Continue to the Totals screens.

If there was a Funded amount on the original invoice, ensure that it is accurately reversed (with a -$ amount)

·         Click OK to mark it as complete and leave the balance on the credit invoice outstanding OR

·         Click the search option on the Invoice Totals Payment details and:

o    If you are refunding the patient, use the correct refund Payment Method eg EFTPOS

o    If you a transferring the original payment to a new invoice, select the payment method X-APPLY. 

• Related Articles

• Aurora - How to Return Invoice (private)

  Returns can be done from the Return Invoice function on the menu Sales, Repairs & Orders.  Select Invoice Type “Sales Invoice” to completely return all items on the private invoice. Click the CONTINUE icon to accept and return this invoice. Next, ...

• Manage Signature Capture

  The WACOM 430V/G signature capture device can be used to capture Patient signatures and save them digitally to an Invoice, Repair or HSP Claim. Printed Invoices, Repairs or HSP Claims will then display the Patient Signature. Next, clinics will need ...

• Adjust Invoice details - exported invoices eg SIDE

  If an invoice has been exported in the daily close changes cannot be made directly on the invoice, it can only be opened in a "View" screen. There are certain changes that can however be made to non-financial data.  For example, the LEFT/RIGHT SIDE ...

• Xero Overview for Accountants and Administrators of Manage, including Auditdata Staff

  Xero Overview Note: in this article Trx means 'Transaction'. OMS means Office Management System. Generally speaking, small businesses do not use the purchase order module in Manage unless they have a full accounts payable department in their ...

• How to process the refund on a VOID claim

  The VOID option is only available on claims that have been exported in the daily reconciliation process (Daily Close) ·         It creates a mirror image claim to undo the original, then ·         Creates a new 3rd claim which can be edited as ...