Managing Discounts

Managing Discounts

Managing Discounts

Discounts are managed under the “configuration” tab in Settings.

To add a discount:
  1. Click on Settings
  2. Click on “Configuration” and select “New Discount”
  3. In the form that appears, s elect whether the discount should apply to all inventory categories, or a select list of categories, and click “Next.”
  4. In the form that appears, select the amount of the discount for each category selected in the prior step, and whether the discount should be a fixed amount or a percentage. Click “save + done” save the current discount and close the form, or “save + add new” to save the current discount and create another discount.
A new discount can also be added when applying a discount to an invoice or estimate. For more information, see “Applying Discounts” below.

To edit an existing discount:
  1. Click on Settings
  2. Click on “Configuration” and select “ View Discounts”
  3. Click on the gear icon for the discount you wish to edit and select “Edit Discount”
  4. Make the desired edits in the forms that appear
Edits made to an existing discount will only apply to new uses of the discount. Existing applications of the discount will not be impacted.

To delete an existing discount:
  1. Click on Settings
  2. Click on “Configuration” and select “ View Discounts”
  3. Click on the gear icon for the discount you wish to delete and select “Delete Discount”
  4. Confirm your intent to delete the discount
A  discount  that has  been used can only be disabled. It will no longer be available for use after it is disabled, and existing applications of that invoice will not be impacted. 

Applying Discounts

Discounts can be applied to estimates, invoices, specific line items, and to a client profiles.

To apply a discount to an estimate or invoice:
  1. Click on “Apply Discount” in the navigation bar
  2. Select the discount in the form that appears, and click “Apply”
Any discount that is already applied will be overwritten when a new discount is applied. 

Discounts given as part of a wellness plan will take priority over discounts applied to the invoice or estimate directly.

To apply a discount to a line item in an estimate or invoice:
  1. Click on the gear icon on the applicable line item, and select “Edit Item” 
  2. In the “Discount” field, select the discount to apply, or select “Custom Discount” to apply a custom discount for that line item
  3. Click “Save + Done”
A default discount can also be applied to a client’s profile. A discount applied to a client’s profile will automatically apply to all invoices and estimates created for that client. To apply a discount to a client’s profile:
  1. Navigate to the applicable client profile under Clients
  2. Click “Edit Profile” in the navigation bar
  3. Select the discount to apply in the “Discounts” field
  4. Click “Save + Done”

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