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.
Video: Discount Total Invoice Amount
Discount an Invoice Line Item
-
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.
Video: Discount a Line Item on Invoice