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 or a fixed amount.
- Login in as Admin
- Click on the Gear icon (top right header)
- Click on Billing
- Scroll to the Discount section
- Click on Add New
- Fill in the appropriate information and click Save
Apply a Discount to an Invoice
- Click on the Invoice
- Click Edit
- Click on Add Discount
Apply a Default Discount to a Patient Account
A Default Discount is a Discount automatically applied to Invoice Items for a particular patient/client.
- Click on the Patient's/Client's Name
- Click on the Discount tab
- Type in the Discount Name to be applied
recently the discount percentage is not showing up on the invoice, how do I make that appear so there is reason behind the difference in price of treatment and the actual amount paid?
We have created a ticket to answer your questions.
How do I create a variable discount that I can simply apply to an individual invoice at the time of checkout without having to create a new discount from my settings?
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