Applying a discount to an appointment or invoice
If you would like to offer your patients a discount on either a treatment or an item, you can apply this when you create the invoice. A discount is applied against an item on an invoice (for example an appointment or an expense) rather than against the whole invoice and its total value. This allows you to control what items are discounted if you include more than one thing on an invoice.
There are three ways in which you can apply a discount:
As a discount code e.g. TENPC
As a fixed number e.g. £10
As a percentage e.g. 10%
Discounts are applied after you have chosen which appointments and expenses to include on an invoice, on the 'Invoice Details' screen. Once you generate an invoice, you will see a summary of the line items and totals on screen, and have the opportunity to make any changes to these before it is saved.
You can't add a discount to an item on an invoice once it has been saved, so make sure you are happy with the totals displayed before you save an invoice. If the wrong discount is applied, you will need to delete the invoice and start again.
To apply a discount to an item, click on the 3 dots at the end of the row and choose Edit from the menu, then apply your chosen discount method...
Use the 'Discount code' dropdown box, containing all of your active discount codes, to select a discount to apply. Read Creating a discount code to learn how to add discount codes.
Make sure you're happy with the amounts displayed in the preview fields, then click on Update
You will be taken back to the 'Invoice Details' screen and see the discount applied to the item
Click on the right hand button above the discount field to select the 'fixed value (£)' option, and use the box below to enter the amount you would like to discount from the price:
Make sure you are happy with the amounts displayed in the preview fields, then click on Update
You will be taken back to the 'Invoice Details' screen and see the discount applied to the item
Click on the left hand button above the discount field to select the 'percentage discount (%)' option. Then use the box below to enter the percentage you would like to discount from the price:
Make sure you are happy with the amounts displayed in the preview fields, then click on Update
You will be taken back to the 'Invoice Details' screen and see the discount applied to the item here
If you need to apply a discount to another item on the invoice, repeat the steps above.
You can't apply more than one discount method to one item. For example, you couldn't apply both a discount code and an additional numeric discount to an appointment. If you manually manipulate the value or percentage, this will remove the discount code linked to the appointment.
Once the discount has been applied to the item(s), check the total, discount and tax (if applicable) amounts are correct, and press Save Invoice
The invoice will then be displayed containing the discounted amount(s).
There are three ways in which you can apply a discount:
As a discount code e.g. TENPC
As a fixed number e.g. £10
As a percentage e.g. 10%
Discounts are applied after you have chosen which appointments and expenses to include on an invoice, on the 'Invoice Details' screen. Once you generate an invoice, you will see a summary of the line items and totals on screen, and have the opportunity to make any changes to these before it is saved.
You can't add a discount to an item on an invoice once it has been saved, so make sure you are happy with the totals displayed before you save an invoice. If the wrong discount is applied, you will need to delete the invoice and start again.
To apply a discount to an item, click on the 3 dots at the end of the row and choose Edit from the menu, then apply your chosen discount method...
To apply a Discount Code:
Use the 'Discount code' dropdown box, containing all of your active discount codes, to select a discount to apply. Read Creating a discount code to learn how to add discount codes.
Make sure you're happy with the amounts displayed in the preview fields, then click on Update
You will be taken back to the 'Invoice Details' screen and see the discount applied to the item
To apply a fixed numeric discount to an item on an invoice:
Click on the right hand button above the discount field to select the 'fixed value (£)' option, and use the box below to enter the amount you would like to discount from the price:
Make sure you are happy with the amounts displayed in the preview fields, then click on Update
You will be taken back to the 'Invoice Details' screen and see the discount applied to the item
To apply a percentage discount to an item on an invoice:
Click on the left hand button above the discount field to select the 'percentage discount (%)' option. Then use the box below to enter the percentage you would like to discount from the price:
Make sure you are happy with the amounts displayed in the preview fields, then click on Update
You will be taken back to the 'Invoice Details' screen and see the discount applied to the item here
If you need to apply a discount to another item on the invoice, repeat the steps above.
You can't apply more than one discount method to one item. For example, you couldn't apply both a discount code and an additional numeric discount to an appointment. If you manually manipulate the value or percentage, this will remove the discount code linked to the appointment.
Once the discount has been applied to the item(s), check the total, discount and tax (if applicable) amounts are correct, and press Save Invoice
The invoice will then be displayed containing the discounted amount(s).
Updated on: 02/08/2024
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