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Discounts

From coupon campaigns to soothing the furrowed brow of a client, here are a few ways to give discounts to clients.

Updated over a week ago

Discounting Products and Services

There are 4 ways to give a discount:


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

  1. Navigate to Admin

  2. Click Clinic Settings and select Settings

  3. Choose Client Discounts

  4. To add a new discount, select + Add New

  5. Name the discount

  6. Set the discount amount

    1. To apply a single discount across all product types, enter the default discount percentage

    2. 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

  7. 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

  1. Select Client/Patients and navigate to the client profile

  2. Select Edit in the top right corner of the client information section

  3. In the Client Discount dropdown, select the appropriate discount

  4. Select Save to apply

From Clinic Settings

  1. Navigate to Admin

  2. Click Clinic Settings, then select Settings

  3. Choose Client Discounts

  4. Locate the appropriate discount and click Edit

  5. Under Client with Discount, search for and select the client

  6. In the confirmation pop-up, select Yes to confirm

  7. 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:

  1. Open the invoice with the item you want to discount

  2. Locate the item

  3. Click the three dots on the right side of the line item (orange)

Then:

  1. Select the discount type (% or $)

  2. Input the amount

  3. Add a note

  4. 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:

  1. Make a 'Discount' item in products/services

  2. 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):

  1. Open the invoice

  2. Add your discount item in the "Add Invoice Items" section

  3. Click the green checkbox to confirm

Once the discount item has been added to the invoice:

  1. Click the three dots on the right side of the discount item

  2. 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.

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