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Apply Coupons

Coupons for total or line-item discounts can be applied to Open invoices. All coupons are configured in Financials > Manage > Coupons.

To apply a coupon to an open invoice:

  1. Go to Patient Chart > Billing and select the open invoice you want to edit.

  2. Select the Apply Coupon button above the Grand Total amount, then select the coupon you want to apply.

  3. Finalize and check out from the invoice as normal.

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If your coupon is not listed in the Apply Coupon drop-down menu, enter the coupon code to search for and locate the coupon.

Recalculate Coupons

You may choose to recalculate the coupons automatically applied to an Open invoice when adding new tags to a client profile or patient chart. (See Client Tags and Patient Tags for more details.)

Above the invoice total where discounts and coupons are manually applied, select Recalculate Coupons. The system will re-run the automatic discount process and:

  • discount relevant line items

  • apply any new client and/or patient tag coupons to the invoice

  • update the Amount Due

BILL_Invoice_Recalculate-Coupons_MRK.png

Video: Apply a Coupon to Invoice

https://vimeo.com/1072614078

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