Discount, Credit, and Payment Reasons (Admin)
Org admins can configure custom Discount Reasons, Credit Reasons, and Payment Reasons that can be selected when applying discounts/coupons and collecting payments. The recorded reasons then display in financial reports (when applicable).
Discount Reasons
In More > Admin > Configure > Discount Reasons, you can customize the list of reasons that display for selection when discounting an invoice.
Total discounts and line item discounts can only be applied to Open invoices. Discounts cannot be applied to finalized invoices.
This settings page has several common discount reasons listed by default. You can rename or remove these reasons as needed, as well as create new reasons.
Discount reasons can be selected when:
Discounting a single line item on an Open invoice (in the Reason field):
Discounting the entire amount of an Open invoice (in the Select Discount Reason field):
Credit Reasons
The Credit Reasons feature gives you the ability to assign a ‘Credit Reason’ when applying an account credit to a client’s invoice.
Users must have permission enabled to apply Credit Reasons.
Users must have the Billing > Credit Reason > Read permission enabled for their assigned role to be able to add Credit Reasons in Patient Chart > Billing.
There are two steps to enabling Credit Reasons:
In More > Admin > Settings > Preferences, toggle on the Enable Credit Reasons setting. This action adds ‘Credit Reasons’ under the Admin > Configure menu.
Go to More > Admin > Configure > Credit Reasons and select Create Credit Reason. On this page, you can add, rename, and delete Credit Reasons.
The selected Credit Reason is recorded in the Account Credit History table in Patient Chart > Billing.
When running reports on account credit usage, you can break down the report by Credit Reason Name.
Payment Reasons
The Payment Reasons feature gives you the ability to note additional details about a payment at checkout (e.g., where a donation is from).
Users must have permission enabled to apply Payment Reasons.
Users must have the Billing > Payment Reason > Read permission enabled for their assigned role to be able to add Payment Reasons at checkout.
There are two steps to enabling Payment Reasons:
In More > Admin > Settings > Preferences, toggle on the Enable Payment Reasons setting. This action adds ‘Payment Reasons’ under the Admin > Configure menu.
Go to More > Admin > Configure > Payment Reasons and select Create Payment Reason. On this page, you can add, rename, and delete Payment Reasons.
The Payment Reason selected at checkout is recorded in the Payments table in Patient Chart > Billing.
When running payment reports, you can break down the report by Payment Reason.
