ℹ️ Offering discounts to your clients is a great way to build loyalty, reward frequent visits, and provide special promotions. Digitail allows you to set up custom discounts that can be applied to specific clients, invoices, or line items, making it easy to manage and automate your discount strategy.
This guide will walk you through the steps to set up and manage discounts within your Digitail account.
How to Set Up a Discount Template
Here is how you can set up a discount template:
click on the Profile image (top right) > Administration
on the left panel, under Client, click on Discounts
click on the blue Add Discount button in the top right corner
In the Add Discount window that appears, you can create the new discount template by selecting the type (fixed or percentage), setting the value, and adding a description to ensure the entire staff knows how to apply it correctly:
Discount Name: Give your discount a name that reflects its purpose (e.g., “Loyalty Discount” or “Holiday Special”).
Discount Description: You can customize this to suit your business needs (e.g., you can specify whether the discount applies to specific products, services, or the entire invoice).
Discount Type: Choose between a percentage-based discount (e.g., 10% off), a fixed amount discount (e.g., $15 off) or a cost-based discount (applicable for products only).
Discount Value: Add the value you want to discount, either as a percentage or a fixed amount.
Clients: This is an optional field, but you can select multiple clients to associate with this discount. You can also do this later, directly from the client profile.
ℹ️ Cost-based discounts apply on Products only!!
When this type is selected the rate input is used as a markup on the last cost of the product.
Example: when using a cost-based rate of 10% on a product that has a last cost of $2 and sells for $4, the client will be charged:
$2 + $0.20 (10%) = $2.20 which is a discount of $1.80
📌Cost-based discounting allows for separate rates on Products and Services
How to Assign a Discount to a Client
Clients can have discounts associated, so every time you create an invoice for the specific pet parent, the set discount will be automatically applied.
You can remove the discount or change it to a different one, if necessary, before closing the sale. Find out more about how to apply Discounts on Sales here.
To add a discount to a client, or update an existing one:
Click the search bar in the top right corner of the homepage and enter the client’s or pet’s name to find the client profile.
Click the client’s name when it appears in the search results.
from the top right corner, click on the 3 dotted lines next to the client name > Edit Client
Under Step 1: Client Information > click on the Discounts dropdown and choose the discount from the list
Hit the Save button.
You'll be able to see the associated client discount on the client profile, just below their name:
📌 There can only be one associated Discount per client.
How to assign a Discount Template to a Sale/Record
You can apply a discount template to a record or direct sale as follows:
Open the record or direct sale and navigate to the Payments area
Click on the Global Discount drop-down field and type in the name of your discount template
If the discount reason is set as mandatory (from Profile (top right image) > Administration > Clinic > Clinic Profile > Preferences > Inventory & Billing > Require Discount Reason option is checked off), make sure to click on the red Add a note hyperlink, to type in your discount reason.
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