Applying Discounts During Checkout

With On-the-Fly Discounts enabled, you can apply percentage-based or dollar-value discounts to products and services directly during checkout. This allows staff to make quick billing adjustments without leaving the payment workflow, while still ensuring discounts are clearly recorded on invoices and patient accounts.

When to Use This 

• When offering a one-time discount on a product or service
• When applying a courtesy, promotional, or goodwill discount
• When adjusting pricing during the checkout process
• When staff need to apply discounts without changing standard billing rates

What You Need

• On-the-Fly Discounts must be enabled in your system settings 

Permissions 

• User Type with access to General System Settings when setting up for the first time
• Permission to apply discounts during checkout 
• Some clinics may require an Admin Level 2 user override to apply discounts 

Enabling On-the-Fly Discounts 

1. Go to Settings 
2. Under System & Company Settings, select General
3. Click Accounting
4. Navigate to the Billing section 
5. Set Allow On-the-Fly Discounts When Billing to Enabled 
6. Save your changes 

Using Discounts During Checkout 

1. Begin the patient checkout process as usual 
2. Under Discount, click the + icon 

3. In the Accounting / Discount window, enter the discount details: 

   • Discount (%): Enter the percentage to discount the product or service 

     or 

   • Discount ($): Enter the dollar amount discount the product or service  
   • Reason: Enter a brief explanation for the discount 

4. Click Apply
5. Continue the checkout process as normal 

Result 

The discount is applied to the selected product or service, and the updated amount appears during checkout and on the final invoice. The invoice PDF will display both the original retail rate and the discount that was applied.

Avoid Common Issues 

• Make sure Allow On-the-Fly Discounts When Billing is enabled before attempting to apply a discount
• Enter either a percentage discount or a dollar amount to avoid unintended pricing adjustments

Troubleshooting

I do not see the discount option during checkout

• Verify that on-the-fly discounts are enabled in Settings > General > Accounting > Billing

Why does the invoice show both the regular price and the discounted amount?

• This is expected behaviour. The invoice PDF displays the original retail rate along with any discount that was applied for transparency and record keeping.