Applying when Invoicing

You can apply a discount whilst invoicing, either at the stage of adding an item or after an item has been added.

Discounts can also be applied at the receipting stage but this is discussed in Applying when Receipting.

To apply a discount in the Add Item to Invoice screen, select the provider and add an item number as usual.

You can then discount the item based on a percentage by clicking on the black drop down arrow or a dollar amount by just typing the amount into the Discount field. If you enter a percentage discount, it is automatically converted to a dollar amount.

Once you have entered all other necessary item information, click the Save button.

In the Discount column you can see the discount given.

If you need to change the discount at this stage or indeed need to apply a discount, click in the Discount column which will allow you to choose the percentage you wish to discount.  If you prefer to give a dollar discount amount, select 'Other' from this drop down list and type in the discount figure.

The 'Total for this Invoice' will display the discounted total.

Enter in the Payment amount, if any, and click Receipt.

Note: Even if there is no payment you still must click Receipt to process the discount.

This will take you through to the usual receipt window. In the receipt window you can enter a reason for the discount by right clicking in the Discount column. An asterisk next to the discount amount denotes no reason has been given. If a reason is not added the discount will display the Reason as 'Unspecified' in the patients Account History.

Selecting Edit Discount Reason will open a window allowing you to enter a reason for the discount.  You can use a pre-entered discount reason by clicking in the reason field and selecting the reason from the drop down list.

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Select the appropriate reason. If you enter a new reason, after clicking OK you will be asked if you wish to permanently add this reason to your list of reasons.