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How to enable Discounting permissions

πŸ‡¦πŸ‡ΊπŸ‡¨πŸ‡¦ AU/CA only - You can enable users to be able to apply discounts.

Amber Morris avatar
Written by Amber Morris
Updated this week

How to turn on Discounting permissions for a user?

πŸ“ Please note: This is a per-user setting and would need to be enabled across every user you wish to be able to apply discounts to claims and invoices.

  • Log in as a level 4 user.

  • Navigate to 'Settings' > 'Users'.

  • Click the 'Edit'icon against the relevant user.

  • Scroll down to 'Security'.

  • Tick the box labelled 'Can discount invoice items?'

  • Click 'Save'

  • Ask the user to refresh their browser tab or log out and back into Dentally for this permission change to take effect.

How to apply Discounts to an invoice? πŸ‡¨πŸ‡¦πŸ‡¦πŸ‡Ί

Invoice discounts are applied directly to the invoice from the patient's 'Account' screen.

How to apply Discounts to a claim? πŸ‡¦πŸ‡Ί

Claim discounts are offered for Australian practices when reconciling an existing claim from the patient's 'Account' tab.

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