Discount the Invoice
Discount the Total Invoice 
Navigate to the invoice for a discount.
If it is not open, select RE-OPEN TO EDIT.
Select the discount type located in the TOTAL breakdown above the FINALIZE button
Flat will deduct a single amount from the entire invoice
% will deduct a percentage from the entire invoice
Continue the Check-out process.
Discount a Line Item
Navigate to the invoice for a discount.
If it is not open, select RE-OPEN TO EDIT.
On the line item for a discount, click the three dots (ellipsis) on the right side next to the delete button.
Select the discount dollar amount or percentage TYPE.
Enter the amount or percentage.
Select a REASON then APPLY.
Continue the Check-out process.
Add a Client or Patient Tag
Open Invoice and Recalculate the Discount
This feature allows users to add a client or patient tag to an account with an existing invoice in Open status and apply the relevant discount to the invoice, calculating a new Amount Due.
To add a Client Tag, access the Client Information page and select the desired tag from the drop-down menu.
On the client’s Billing Page, choose the existing, open invoice that requires the new tag to be applied.
Select Recalculate Coupon to apply the discount.
Once recalculated, the line items are discounted, the client/patient tag coupon(s) are present on the invoice, and the Amount Due is discounted by the amount associated with the tag.
This is a permissions-based feature or is managed from the Admin page.