There are several ways to add Discounts for Products & Services.
1. On-the-fly Discounts (indicates "discount" on the default invoice template)
2. Patient Profile, Discounts tab (does not indicate "discount" on the invoice)
3. Settings, General, Promotions (does not indicate "discount" on the invoice)
4. Settings Products & Services, Create a P&S Item called Discounts.
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1) On-the-Fly Discounts |
Apply discounts during the Appointment or Quick Invoice Checkout process.
These discounts will appear on the invoice PDF along with the retail rate*
On-the-fly discounts can be restricted for admin level 2 override if preferred
On-the-fly Discounts are enabled in Settings > General > Accounting > Billing
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Note: * Discount text will not appear on custom invoice templates. |
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2) Patient Profile Discounts |
Assign Discounts to Product/Service, Category, or Department.
Steps to Add a Discount per Patient Profile:
1) Navigate to the Patients Profile > Discounts tab
2) Select + Add New
3) Choose from the Type drop-down menu what type of Discounts you'd like to apply
4) If applying a discount to a specific product or service, enter the applicable Item number
5) Set the Allowed Quantity (Note: 0 = Unlimited)
6) Enter in an End Date (if applicable, 0 = No End Date)
7) Enter in the value based on the kind of discount
(i.e. based on an amount to remove from the total, a percentage to be removed from the total or a set value to replace the total altogether)
The next appointment scheduled for the patient with the discounted product or service added will replace the total with an updated price.
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Note: The Quantity will count against any items sold within the start date and end date. |
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3) Patient Group Discounts |
How to Create Discounts using Patient Groups:
1. Go to Settings > Patient Groups > Add New Group.
2. Type in the Group name and other details that apply then Save.
3. Go to Settings > Products & Services.
4. Click the blue item to the left of the item you want to add a Patient Group Discount, select Edit.
5. Click the Patient Group Prices tab. Click the icon to the left of the item and select Edit.
6. Enter the total discount price to the Override field and Save.
7. Now go to the Patients Profile. On the General tab select the group from the drop-down options in the "Group" field located on the top right side of the page then Save.
8. When you complete and invoice the item attached to that group the patient will receive a discount.
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Note: You are only able to assign a patient to a single Group at a time. |
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4) Manual 'Discount' Product/Service |
On checkout, use a Discount Item as a line item with a negative balance (-$20.00) to show the discount on the invoice. This will inform the patient that there was a discount provided.
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Note: This option does not work with taxable products/services. |