ℹ️ 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 sales, helping you maintain flexibility while managing your pricing.
👉 Check out this article to learn how to Set Up Discount Templates and link them to clients or sales, ensuring a seamless checkout experience for all.
Types of Discounts in Digitail
There are two types of discounts in Digitail:
Percentage-Based Discounts: This option allows you to apply a discount as a percentage of the total charge.
Fixed Amount Discounts: You can also apply a specific dollar or currency amount as a discount on the total charge.
Cost-based Discounts: This option is applicable for products only and allows you to apply a rate which is added to the last cost of the product.
These options give you flexibility to suit the situation, whether you’re discounting an entire sale or just a portion of it.
How to Apply Discounts
Discounts can be applied to individual line items or to the entire sale.
Apply Discounts to Line Items
You can offer a percentage or a fixed discount for each service and product added to a Record or a Counter Sell. Just move the toggle to switch between the two options:
Create or Open a record or sale
Log into Digitail and either create a new Record/SOAP or open an existing one where you want to apply the discount.
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 field.
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 Sale
You can apply a discount to the entire total in two ways:
Ad-hoc Discount – Enter a percentage or fixed amount discount directly to the entire sale: toggle the button on the discount field to choose percentage or currency, and add the percentage or amount value.
Global Discount – Select a discount template to apply a pre-saved discount. Simply type in the name in the Global Discount field. These discounts can be percentage or fixed. Simply click the General Discount field, then search for and choose the discount you want to apply.
Learn more here about how to create a discount template.
Discount Reason
You can add notes & comments for each discount. Click on the eye shaped icon to make the note private or public (visible on the invoice):
The discount reasons are visible in the Discount Report under Reports > Financial Reports, for easy tracking:
📌 The discount reason can be marked as required as a clinic setting. Every time a discount is offered, the notes fields will be mandatory in order to add the discount.
If you want to enable this setting:
click on your Profile image (top right) > Administration
on the left panel, under Clinic > Clinic Profile > open Preferences
under the Inventory & Billing section, check off the Require discount reason box
remember to hit the Save button on the lower right, for your changes to apply:
A mandatory discount reason will be highlighted in red:
Managing and Adjusting Discounts
You can easily adjust or remove discounts at any time before the sale 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, replace the amount with the 0 value.
Verifying Discounts
Before closing the sale, review the applied discounts to ensure the total is correct.
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.
All the applied discounts are tracked on the Sales Report for accounting purposes.
