You can apply a discount directly to an invoice. The first step is to create your discounts. You can also set a discount to a patient/client profile so it will automatically get applied to their invoices (eg. Senior's Discount 10%). Discounts can be either a percentage of a fixed amount.
- Login in as Admin
- Click on the Gear icon (top right header)
- Under the Billing heading click on Discounts
- Click on Add Discounts
- Fill in the appropriate information and click Save
Apply a Discount to an Invoice
- Add an invoice
- Add a Product or A Service item
- Click on '+ Discount'
Apply a Default Discount to a Patient Account
A Default Discount is a Discount automatically applied to Invoice Items for the particular patient/client.
- Click on the Patient's/Client's Name
- Click on the Discount tab
- Type in the Discount Name to be applied