Discounting Products and Services
There are 4 ways to give a discount:
Client discount: attached to the client profile
Invoice line item: added to individual line items on an invoice
Specific discounts: discount the invoice by a specific dollar amount (coupon, etc.)
Default Product Discounts: added to any product then automatically applied to the invoice. This is a good option to handle common rebates and coupons!
Client Discounts
Discounts assigned to clients will automatically be applied to all discountable items in their invoices. First, the discount needs to be created in Admin. Then you'll be able to apply them to a client's profile.
Creating a client discount
Navigate to Admin
Click Clinic Settings and select Settings
Choose Client Discounts
To add a new discount, select + Add New
Name the discount
Set the discount amount
To apply a single discount across all product types, enter the default discount percentage
To customize discounts by product type, toggle on Define Discount % by Product Type, select the relevant Product Type(s) and enter the desired Discount Percentage for each
Select Save
Adding a discount to a client's profile
There are two ways to assign a client discount in Shepherd: directly from the client's profile or through the Clinic Settings area. Both methods result in the discount being automatically applied to all eligible items on the client's invoices.
From the Client Profile
Select Client/Patients and navigate to the client profile
Select Edit in the top right corner of the client information section
In the Client Discount dropdown, select the appropriate discount
Select Save to apply
From Clinic Settings
Navigate to Admin
Click Clinic Settings, then select Settings
Choose Client Discounts
Locate the appropriate discount and click Edit
Under Client with Discount, search for and select the client
In the confirmation pop-up, select Yes to confirm
Select Save to finalize
To ensure a client discount is applied to an invoice, it must be added to the client’s profile before any products or services are administered during the appointment.
Invoice Line Item Discounts
Discounting invoice line items is performed on an individual line item basis within individual invoices.
To add a line item discount:
Open the invoice with the item you want to discount
Locate the item
Click the three dots on the right side of the line item (orange)
Then:
Select the discount type (% or $)
Input the amount
Add a note
Include a production user (optional)*
To finish, click the green 'Save' button.
*Note: invoice line item discounts take away from the production received by any assigned production user.
Amount-specific discounts
If you want to discount an invoice by a specific dollar amount off the top of the invoice, you'll need to:
Make a 'Discount' item in products/services
Apply that to the invoice
Creating a discount item
To make a discount in products and services, go to Admin > Products > Add New.
Then, give the discount item a:
Type
Category
Name
Selling price of $0.00
This product will also need to be marked as:
Included on invoice
You can also make multiple discount items for different kinds of discounts (i.e. "Coupon," "Employee discount,' etc.).
Adding the discount to an invoice
To add the discount item to an invoice (and discount the invoice by a specific amount):
Open the invoice
Add your discount item in the "Add Invoice Items" section
Click the green checkbox to confirm
Once the discount item has been added to the invoice:
Click the three dots on the right side of the discount item
Add in:
The ($)
The amount
A note
A production user (optional)
To add the discount, click the green 'Save' button, and it will automatically be added to the invoice.
Default Product Discounts
Add a Default Product Discount ($ or %) to any product or service which will be automatically applied to the invoice when the product is added.
Navigate to Admin> Products > select item to edit > find 'Default Product Discount' toggle and toggle on.
From here you can add a discount by % or $ amount. You can also add a Discount Note such as "instant rebate" or "coupon." Once added, scroll down and click Save.
Note: If your item has no selling price, minimum price, or dispensing fee you will not be able to use the % percentage discount. You can use the $ dollar amount discount for these items.
Default Product Discounts cannot be combined with any client discounts or the Pet Assure discount (if applicable).
Now whenever you administer or add that Product/Service to an Invoice, the discount will be automatically applied. These are great for instant rebates you are passing onto the client, food coupons, and other discounts.