FAQs: Discounts

This article covers frequently asked questions about managing and using discounts.

SETUP

⚑ How do I create a discount?

You can add a discount under Administration >System Admin. Click Financial Settings then enter the discount name and amount.

Discounts created can be used for both automatic and manual discounts.

Note: The new discount will be added alphabetically to the list.

See Add and manage discounts for more information.

⚑ How do I edit a discount name or amount?

You can edit a discount under Administration >System Admin. Then click Financial Settings.

Edit the discount name or amount by hovering your mouse at the end of the row you want to update and clicking the pencil icon.

To save your changes, click the check mark at the end of the row or press Enter on your keyboard.

See Add and manage discounts for more information.

⚑ How do I inactivate a discount I no longer want to use?

You can inactivate a discount under Administration >System Admin. Then click Financial Settings.

To inactivate a discount, click the Status toggle.

Note: You can reactivate the discount by clicking the Status toggle again.

See Add and manage discounts for more information.

⚑ How do I delete a discount I no longer want to use?

You can delete a discount under Administration >System Admin. Then click Financial Settings.

Delete the discount by hovering your mouse at the end of the row you want to delete and click the trash can icon.

Note: Deleting a discount will not remove the discount from where consultation product lines where it was previously applied. 

See Add and manage discounts for more information.

⚑ Will deleting a discount delete the discounts from consultation or estimate product lines where it was previously used?

Deleting a discount will not remove the discount from consultation or estimate product lines where it was previously applied.

⚑Should I enter the discount amount in dollars or as a percent?

Discount amounts should be entered in the Amount box as a numeric value, which will automatically be calculated by the system as a percent. For example, enter "10" for a 10% discount.

USAGE

⚑ How are discount amounts calculated?

Discount amounts are calculated as a percent of the product’s price excluding tax on the consultation or estimate line where it’s applied.

⚑ Can you change or remove an auto discount on a consultation product line?

Yes. On a consultation or estimate product line you want to discount, click the menu button  and select Discount.

In the Apply Discount window, make any updates, as needed. Then click Save.

See Apply or update a discount on consultation or estimate product lines for more information.

⚑ Can you apply a manual discount for a client that has an automatic discount rate?

Yes. On a consultation or estimate product line you want to apply a manual discount to, click the menu button  and select Discount.

In the Apply Discount window, make any updates, as needed. Then click Save.

See Apply or update a discount on consultation or estimate product lines for more information.

⚑ How do I add a discount to a single consultation or estimate product line?

On a consultation or estimate product line you want to discount, click the menu button and select Discount.

In the Apply Discount window, select the discount you want to apply. Then click Save.

See Apply or update a discount on consultation or estimate product lines for more information.

⚑ Can I add a discount to more than one consultation or estimate product line at a time?

On a consultation or estimate product line you want to discount, click the menu button and select Discount.

In the Apply Discount window, select the discount you want to apply. Select the Apply to all checkbox, then click Save.

Tip: To remove the discount from any consultation or estimate line, click the menu button on the row you want to update, select Discount, and select None as the discount type.

See Apply or update a discount on consultation or estimate product lines for more information.

⚑ Can I add a discount to the entire invoice amount?

A discount can be applied to an entire invoice amount by applying the discount to all consultation product lines.

See Apply or update a discount on consultation or estimate product lines for more information.

⚑ Can I add more than one discount to a consultation or estimate product line?

Only one discount can be applied to a single consultation or estimate product line.

See Apply or update a discount on consultation or estimate product lines for more information.

⚑How do I edit a discount already added to one or more consultation or estimate product lines?

On a consultation or estimate product line you want to edit, click the menu button and select Discount.

In the Apply Discount window, select the new discount you want to apply. If you want to apply this discount to all consultation product lines, select the Apply to all checkbox.

See Apply or update a discount on consultation or estimate product lines for more information.

⚑ For multi-branch practices. How are automatic discounts applied if a consultation is created at a different branch than the client’s associate ID (branch) on their Overview tab?

Automatic discounts are only applied to consultations created at the client’s current associate ID (branch).

Manual discounts can still be applied. See Apply or update a discount on consultation or estimate product lines for more information.

TROUBLESHOOTING

⚑ How can I tell if a discount has been applied to a consultation or estimate product line?

If a discount has been applied to a consultation or estimate product line, the discount name and amount will be displayed underneath the Product /Service name.

⚑ Why does the Discount drop-down only have an option of None when I go to add a discount to a consultation or estimate product line?

None will be the only available option from the Discount drop-down if your practice does not have any active discounts.

See Add and manage discounts for more information.

⚑ Why can't I apply a discount to a consultation or estimate product line?

If you see None as the only available option from the Discount drop-down, your practice does not have any active discounts.

See Add and manage discounts for more information.

⚑ I accidentally applied a discount to a consultation or estimate product line. How do I remove the discount?

On a consultation or estimate product line you want to edit, click the menu button and select Discount.

In the Apply Discount window, select None. If you want to remove the discount from all consultation product lines, select the Apply to all checkbox.

See Apply a discount to consultation or estimate product lines for more information.

⚑ I applied the wrong discount to a consultation or estimate product line. How do I correct it?

On a consultation or estimate product line you want to edit, click the menu button and select Discount.

In the Apply Discount window, select the new discount. If you want to apply the discount to all consultation or estimate product lines, select the Apply to all checkbox.

See Apply or update a discount on consultation or estimate product lines for more information.

⚑How can I report on discounts given at my practice?

To view discount totals by discount type for closed invoices, you can review the Discount Summary report. The Discount Summary report also provides line item sales and discount amounts, grouped by discount type.

To view discount totals by product class, you can review the Sales by Product Class report

See List of reports in Neo for more information.

⚑ Why don't I see the discount subtotal on a client invoice?

Please contact Neo Support for assistance if you do not see the discount subtotal on your client invoice.

⚑ For multi branch practices. What happens to the client discount if their associate ID (branch) is changed.?

When a client's associate ID is updated from one branch to another, you will receive an alert reminding you to update the client's discount.

⚑ What happens to a client's discount if the discount is deactivated?

When a discount is deactivated in Administration > Financial Settings, the discount will be removed from all clients who had it selected in the Billing Details section of their Overview tab.

⚑ What happens if I accidentally deactivate a discount?

If you accidentally deactivate a discount in Administration > Financial Settings, you can reactivate it. When the discount is reactivated, the discount will be reselected for all clients who had it previously selected on their Overview tab and did not have a different discount selected..