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Apply Coupons

Coupons for total or line item discounts can only 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.

Video: Apply a Coupon to Invoice

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