Product Sale

How to receive payment, save order, process refund and print receipt from the Product Sale page.

Jump to:

• How to use the Product Sale feature
• How to refund a Product Sale
• Integrated Credit Card Processing
• Printing Documents related to the transaction

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How to use the Product Sale feature

• To begin, select Product Sale from the left-hand menu. You can either keep the sale as a walk-in, or type a patient's name to attach the sale to their file.
• Then, you can filter your products by Category and search, or just start typing in an item name in the search bar. Before selecting the item, you will see how many units of that item are in stock.
• Once the item is added, you can adjust the unit price if needed and the number of units you are selling. 
  
  

 

• Once you've added the items and are ready to Receive Payment, click the green button in the lower right-hand corner. Click Receive Payment to record payment within the system.
• If you are not ready to complete the Sale, you can save this order. However, you must choose the Patient File in the top left hand corner first, this cannot be done with a walk-in sale. Once a Patient File is selected, a Save Order button will populate to the left of the Receive Payment button.

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How to refund a Product Sale

1. Go to Product Sale in the main menu
2. Click “Sale History” in the top right corner
3.  Locate the sale you want to refund 
4.  Click the 3 dots and select “Remove Purchase” 
5. Navigate to the Patient’s file > Billing tab > Payments tab
6.  Locate the line item with the amount of the sale purchase 
7.  Click the black arrow to refund the amount back to the patient 

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Integrated Credit Card Processing

If you are using Integrated Credit Card Processing, follow these steps to process payments for both walk-in sales and sales attached to patient files. 

For walk-in sales:

1. Click Receive Payment
2. Enter the Current Payment Amount (the amount the customer/patient is paying you)
3. Select Credit Card as the Payment Method
4. Choose Charge New Card to swipe the card through Transaction Express.
   
   

 

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For sales attached to patient files:

1. Click Receive Payment
2. Enter the Current Payment Amount (the amount the customer/patient is paying you)
3. Choose Credit Card as the Payment Method
4. Select which saved card to charge
5. Click Receive at the bottom of the screen.
   
   

 

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Printing Documents related to the transaction:

You now have the option to either print only a receipt, a statement or both! 

Make this selection from the Documents drop-down before processing the payment.

If you need to print a statement for the transaction after receiving the payment, you may do so from the Product Sale page by clicking "Sale History" on the upper righthand side of the page, finding the transaction by using the filters and clicking the menu to the right of the item line.