Discounts can be a great way to offer special deals or rewards to your clients. Whether you're running a promotion or offering a client-specific discount, Digitail makes it easy to apply discounts directly to invoices, helping you maintain flexibility while managing your pricing.
Check out this article to see how to set up Discount types and associate them with clients, so you can ensure a smooth checkout process for everyone.
Types of Discounts in Digitail
There are two main ways to apply discounts in Digitail:
Percentage-Based Discounts: This option allows you to apply a discount as a percentage of the total cost.
Fixed Amount Discounts: You can also apply a specific dollar or currency amount as a discount.
These options give you flexibility to suit the situation, whether you’re discounting an entire service or just a portion of an invoice.
How to Apply Discounts
Follow these steps to apply discounts to an invoice in Digitail:
Create or Open a Invoice:
Log into Digitail and either create a new Record/SOAP or open an existing one where you want to apply the discount. You can access the invoice through the client’s profile or directly from the invoice section in the Record/SOAP.
Select the Line Item for Discount:
If you want to apply a discount to a specific product or service, select the relevant line item from the invoice.
Click on the Discount Icon:
Next to the line item, you’ll see a Discount icon. Click on it to open the discount options.
Choose the Type of Discount:
You’ll have the option to apply either a Percentage or Fixed Amount discount. Select the type that best suits your needs.
Enter the Discount Value:
For percentage discounts, enter the percentage (e.g., 10% off). For fixed amount discounts, enter the specific value you want to subtract (e.g., $20 off).
Apply Discounts to the Entire Invoice:
If you want to apply a discount to the entire invoice, locate the Discount button near the total. Here, you can apply a percentage or fixed amount discount to the overall invoice, rather than to individual items.
Line Item Discounts
You can offer a percentage or a fixed discount for each service and product added to the Record or a Direct Sale. Just move the toggle to switch between the two options.
Global Discounts
You can also add general discounts, which will be applied to the entire total. These discounts can be percentage or fixed.
Discount Notes/Reason
You can add notes & comments for each discount. These are visible in the Discount Report for easy tracking and on Client Invoices if marked as public (using the eye icon).
📌 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.
If you want to enable this setting, please contact our support team.
Managing and Adjusting Discounts
You can easily adjust or remove discounts at any time before the invoice is finalized:
Editing a Discount: If you need to change the discount value or type, simply click on the Discount icon again and make the necessary adjustments.
Removing a Discount: To remove a discount entirely, remove the value from the Discount field.
Verifying Discounts
Before finalizing the invoice, it’s a good idea to review the discounts you’ve applied:
Check the Discounted Total: Ensure that the new invoice total reflects the applied discount accurately.
Discount Breakdown: The discount will appear on the invoice under each relevant line item or at the invoice total, depending on how you applied it. Your clients will also see this breakdown, making it clear where savings have been applied.
The invoice will automatically update to reflect the new total, with the discount clearly displayed. All the applied discounts will be displayed on the Client Invoice and tracked on the Payment Report for accounting purposes.
