Discounting Products and Services
There are 3 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
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
Client discounts are created in your clinic's admin settings through: Admin > Clinic Settings > Settings > Client Discounts.
If your clinic doesn't have any client discounts, add one by clicking the 'Add New' button. The two fields you'll need for a discount are:
A name (e.g. first responder, senior, teacher)
An amount
Adding a discount to a client's profile
To add a client discount to a client's profile, open the client dashboard (Clients/Patients > Search > Select client) and click the 'Edit' button in the top right corner of the client information section.
From here, you'll be able to add the client discount to the client's profile by selecting it from the 'Client Discount' dropdown near the bottom of the screen.
Tip: In order for a client discount to reflect on an invoice, it must be added to their profile prior to administering products/services during an 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 $0.00
This product will also need to be marked as:
Included on invoice
Tip: you can also make multiple discount items for different kinds of discounts (i.e. "Coupon," "Employee discount,' etc.).
Adding the discount to an invoice
To add the discount item to an invoice (and discount the invoice by a specific amount):
Open the invoice
Add your discount item in the "Add Invoice Items" section
Click the green checkbox to confirm
Once the discount item has been added to the invoice:
Click the three dots on the right side of the discount item
Add in:
The ($)
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.