You can now enter a total discount or individual line discount to an invoice before a payment is processed. There are three discount options to choose from:
No discount changes β no discounts are applied
Apply total discount β a total discount value is added and the discount is automatically distributed and allocated to each line item
Apply line discount β a discount is added to each line item manually
The invoice
To add discounts, create the invoice as normal. When you open the invoice a blue highlighted area will show. The blue highlighted area is where you can select the type of discount you want to apply. The default will always be "No discount changes"
Adding a discount
Select the dropdown next to "No discount changes" and select an option:
Apply total discount β a total discount value is added and the discount is automatically distributed and allocated to each line item
Apply line discount β a discount is added to each line item manually
Adding a discount - apply total discount
When selecting "Apply total discount" a "Total discount" input field will display.
β
Any value can be added up to the total value of the invoice within the "Total discount" field. The discount amount added will be applied proportionately across each line item in the invoice.
Adding the full invoice amount example
The discounted amount is added proportionately across the line items and the amount due is $0.00
Adding a partial discount example
The discounted amount is added proportionately across the line items and the amount due will be the difference that the patient needs to pay.
Adding a discount - Apply line discount
This follows the same principle as the "Apply invoice discount" except you can apply a discount to a specific line item without affecting any of the other items.
When selecting "Apply line discount" a "Discount" column is displayed. Enter a value into the discount column for each invoice item that you wish to apply a discount for.
Example:
In the example below, the patient will be offered a discount of $20.00 for their Examination and $40.00 for the Removal of Calculus. This leaves $100.00 remaining for the patient to pay.
This results in an invoice with discounts applied as shown below:
Error Messages
The following applies to both invoice and line item discounts.
Adding negative amounts
Negative amounts cannot be entered, the error message below will display. Adjust the discount to a positive value to continue.
Adding amounts greater than the invoice balance
Discount amounts can only be equal to or less than the invoice balance. Adding a bigger discount than the invoice balance will display an error. Adjust the amount to continue.