Apply discounts

The most flexible way to offer client discounts.

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Written by Sophia
Updated over a week ago

You can easily apply different types of discounts for your clients.

Items discounts

You can offer a percentage or a fixed discount for each service and product added on a record or a direct sale. Just move the toggle to switch between the two types.

Global discounts

You can also add general discounts that will be applied to the entire total. These discounts can be a percentage or fixed as well.

πŸ“Œ You can add notes & comments for each discount. These are visible in the Discount Report for easy tracking.

πŸ“Œ The discount notes can be marked as required as a clinic setting. Every time a discount is offered, the notes fields will be mandatory to finalize the Record.

πŸ“Œ Check this article to see how to set up discount types and associate them with clients.

All the applied discounts will be displayed on the client invoice and tracked in reports for accounting purposes.

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