🚨 Important: In Canada, the term "discount" will display as "adjustment". The two terms should be read interchangeably in this article.
How do I add an invoice discount in Australia?
Create your invoice as normal by charging through your treatment.
Navigate to the patient's 'Account' screen.
Click the three dot menu to the right of the invoice, and select 'Edit invoice'.
When you open the invoice, a blue box area will appear at the top.
Simply select the type of discount you want to apply. The three options to choose from are as follows:
No discount changes: No discounts are applied (selected by default)
Apply total discount: A total discount value is added, and the discount is automatically distributed and allocated against each line item.
Apply line discount: A discount is added to each line item manually.
📝 Please note: This is controlled by user-specific permission settings; therefore, you MUST have this permission enabled for your user to be able to apply a discount.
Apply total discount
When selecting 'Apply total discount,' a 'Total discount' input field will appear at the bottom of your invoice.
Any value can be added up to the remaining balance of the invoice within the 'Total discount' field.
The discount amount will then be distributed proportionately across each line item in the invoice.
Apply line discount
When selecting 'Apply line discount' a 'Discount' column is displayed next to the 'Unit Price' column.
Enter a value into the discount column for each invoice item that you wish to apply a discount for.
The total remaining balance will be updated accordingly when a discount is applied.
How do I add an invoice adjustment in Canada?
Create your invoice as normal by charging through your treatment.
Navigate to the patient's 'Account' screen.
Click the three dot menu to the right of the invoice, and select 'Edit invoice'.
When you open the invoice, a blue box area will appear at the top.
Simply select the type of adjustment you want to apply. The three options to choose from are as follows:
No adjustment changes: No adjustments are applied (selected by default)
Apply total adjustment: A total adjustment value is added, and the discount is automatically distributed and allocated against each line item.
Apply line adjustment: A adjustment is added to each line item manually.
📝 Please note: This is controlled by user-specific permission settings; therefore, you MUST have this permission enabled for your user to be able to apply an adjustment.
Apply total adjustment
When selecting 'Apply total adjustment,' a 'Total adjustment' input field will appear at the bottom of your invoice.
Any value can be added up to the remaining balance of the invoice within the 'Total adjustment' field.
The adjustment amount will then be distributed proportionately across each line item in the invoice.
Apply line adjustment
When selecting 'Apply line adjustment' a 'adjustment' column is displayed next to the 'Unit Price' column.
Enter a value into the adjustment column for each invoice item that you wish to apply an adjustment for.
The total remaining balance will be updated accordingly when an adjustment is applied.
Why am I seeing an error when adding an invoice discount/adjustment?
You must ensure the discount/adjustment meets the following specifications, or an error will appear: the following applies to both total and line item discounts/adjustments.
🚨 Negative amounts cannot be entered
Error: The error message 'Discounted amount cannot be negative' will display if you try and enter a negative amount.
To resolve: Adjust the discount to a positive value to continue.
🚨 Amounts greater than the invoice balance cannot be used
Error: Adding a discount larger than the invoice balance will display the following error 'Discounted amount total must be less than $' insert invoice amount''
To resolve: Adjust the discount amount to be equal to or less than the invoice.