If you'd like to offer your patients a discount on either a treatment or an item, you can apply this when you create an 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 3 ways in which you can apply a discount:

As a discount code eg TENPC
As a fixed number eg £10
As a percentage eg 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'll 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 invoice you've already generated, or change a discount to an invoice after it's been saved, so make sure you're happy with the totals displayed before the invoice is saved. 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 menu at the end of the row and choose Edit, then apply your chosen discount method:



To apply a discount code:

Use the Discount code dropdown box, which will contain all of your active discount codes, to select the discount to apply

Make sure you're happy with the amounts displayed in the preview fields, then click on Update

You'll be taken back to the billing screen and see the discount applied as an amount 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 set a fixed value, and use the box below to enter the actual amount you'd like to discount from the price:



Make sure you're happy with the amounts displayed in the preview fields, then click on Update

You'll be taken back to the billing screen and see the discount applied as an amount 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 set a percentage value and use the box below to enter the actual percentage you'd like to discount from the price:



Make sure you're happy with the amounts displayed in the preview fields, then click on Update

You'll be taken back to the billing screen and see the discount applied as an amount to the item

If you need to apply a discount to another item on the invoice, repeat the steps above for your chosen discount method.

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 initial appointment. If you manually manipulate the value or percentage due, this will remove the discount code from being linked to the appointment

Once the discount(s) have been applied, check the summary of totals, discounts and any tax (if applicable) then Save Invoice

The invoice will then be displayed containing the discounted amount(s).

Related article:

Managing discount calculations
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