Process a Return

Unfortunately, returns are part of doing business. Smartcare tries to make processing a return as quick and painless as possible.

1: Open Purchase Agreement for devices being returned.
2: Click on the three dots (...) button at the top right corner of the page to open a Return Agreement. Click Return.
3: Verify Location, Date, Purchase agreement and Refund period.
4: If only one device is being returned, the other can be removed.
5: Adjust Credits as needed, including adding any Fees that will be taken out from original purchase amount.
6: Save and review.
7: Click Sign to add Contact and Provider signatures.
8: Agree and close will redirect to Transactions, Agree and Credit will redirect to a Credit Memo.
9: You can find our Credit Memo help doc here.

Track Devices:

1: The returned devices will be removed from the Contact's Devices page and be pushed into the Tracking page as pending a Return.
2: Click on Return to create a Return for Credit form.
3: Under Return to select whether device is to be returned to Manufacturer or placed in Stock.
4: Save and review.
5: Click the X on top right corner of page to close the document.
6: Repeat steps 1 through 5 for second device if applicable.

Updated Purchase Agreement:

1: Completing the Return Agreement automatically updates the original Purchase Agreement to reflect that the devices were returned, voiding that portion of the agreement.