Coupons for total or line-item discounts can be applied to estimates and Open invoices. All coupons are configured in Financials > Manage > Coupons.
To apply a coupon:
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Go to Patient Chart > Billing and select the estimate or invoice you want to edit.
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Select the Apply Coupon button above the Grand Total amount, then select the coupon you want to apply.
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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 estimate or Open invoice when adding new tags to a client profile or patient chart. (See Client Tags and Patient Tags for more details.) You may also recalculate coupons when updating line items and to verify that the coupon discounts are current before finalizing the invoice.
Above the invoice total where discounts and coupons are manually applied, select Recalculate Coupons. The system will re-run the automatic discount process and:
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reapply discounts to relevant line items
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apply any new client and/or patient tag coupons to the invoice
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update the Amount Due to reflect the newly applied or updated coupons
Video: Apply a Coupon to Invoice