444 - Cash Returns Method Improvement

04/17/23 Perform Cash Returns for Advance Payments for Multiple Payment Forms

 

Sometimes, after applying advance payments in Cashier Collections, you will require to perform returns in cash even when their form of payment was not in cash. This was not possible but now you can perform cash returns for the following forms of payment (after applying the needed configuration) : Cash (already available), Debit, Credit, Transfer.

This cash return can be applied if cashiers have available cash amounts :

See more details in our example below :

1. We performed charges for 154.55 SAR and our patient paid the whole quantity via Transfer but due to some errors, they decided to revert this operation and need this quantity back in Cash.

2. Then we selected Cash Refund and entered the amount to return. Then saved this operation.

3. Since we substracted the return quantity from Cash, then it will be shown on this payment method and not transfer in Cashier Balance :

   

   Also, you can see how these quantities are now even on Cash Reconcilation reports (see demo) :

Settings Needed

In order to perform cash returns for the allowed payment methods ( Check and On Credit are not allowed), you must check the Allow Cashback box for the selected Payment Rule in Forms of Payment window (only for ECS staff, ask configuration via ticket or chat) :

We hope this improves your experience with Cirrus. Remember to share this information and ask for help if needed.

Date : April 17, 2023.