In this article you'll learn how to:
- Turn on the customizable discount feature
- Create a new customizable discount
- Apply a customizable discount to an invoice
> View Video Below<
Turn on Customizable Discounts Feature
You can customize the list of discount reasons to be unique for your practice, allowing you to run reports showing these discount reasons for marketing and practice analysis purposes.
If you want to use this feature first you need to turn it on in User Accounts under Global Permissions.
Create a New Customizable Discount
To configure your practice's list of discount reasons, go to Practice Account -> Discount Settings.
In the top-right corner click +New Discount.
Enter a discount name as well as a discount percentage (you can choose a total discount of 100%) or a default dollar amount. Set the toggle button to active status (green color) then click Save.
Your new discount reason will appear in the summary list.
Apply the Discount
In order to apply the discount reason, create an invoice and, when editing a line item, open the drop-down list of discount reasons.
Choose your custom discount reason from the list.
After that select Update Charge.
The discount will be added to the line item.
Video
Content Timelines per Minute:
00:00 - 00:03 - Introduction
00:04 - 00:41 - Turning on the feature for your practice
00:42 - 01:22 - Adding a custom discount
01:23 - 01:43 - Applying a custom discount