🚨 Note: Users with the apply_discounts permission can view, add, and remove Discounts on the Account, Patient, or Invoice screen. Please note that users without this permission have view-only access to any applied Discounts.
Individual Line Item Discounts can be applied to different items in a single invoice.
Click the 3-dot menu next to the invoice line item to Add Line Discount:
Select any pre-existing Discount option and click the orange check mark to save:
The Discount used will display below the Invoice line item:
An Account or Patient level Discount can be overwritten on the Invoice by using the Change Line Discount button through the 3-dot menu:
You can also apply or change Line Item Discounts using the Bulk Edit button at the bottom of the Invoice:
🖨 Invoice PDF: Discounts
Any applicable Discount information is also included on the Invoice PDF:
