Add Discount allows you to input a discount amount on the total amount of the invoice. The ability to add a discount to an invoice is controlled through a practice preference.
Instructions
Enable Practice Preference
- Access Admin > General > Practice Preferences > Additional Preferences > Accounting.
- Click 'Yes' for Allow Discount Button.
- Click 'Save.'
- Log out and log in to see the changes associated to the setting.
Process Invoice
- Open an invoice and ensure it is Pending.
- Click the ellipsis icon.
- Select Add Discount.
- In the Add Discount modal, complete the required fields.
- Click 'Save.'