Discount an Invoice
In Open invoices, you can discount individual line items or the total invoice amount. You can apply discounts to an invoice in Patient Chart > Billing or when editing the invoice of an encounter.
Discount the Total Invoice Amount
Open the invoice in Patient Chart > Billing or from the encounter footer.
Above the Grand Total, select Apply Discount.
Select the discount type (flat or percentage) and enter the discount value.
Select the Discount Reason.
Select Apply.
From here, you can select Finalize and proceed with checkout as usual.
Open the invoice in Patient Chart > Billing or from the encounter footer.
Select the ellipsis for a line item to open the action menu.
In the Apply a Discount section, select the discount type: $ (flat) or % (percentage).
Enter the discount Amount.
Select the discount reason from the Reason drop-down menu.
Select Apply.
From here, you can select Finalize and proceed with checkout as usual.
