Apply or update a discount on consultation or estimate product lines

When a client has a discount selected in the Billing Details section of their Overview tab, the discount will automatically be applied to any consultation or estimate product lines for eligible products.

You can also manually apply, update, or remove a discount on a consultation or estimate product line.

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

See Add and manage discounts to learn how to create or edit discount types.
See Add a new client and patient to learn how to add an automatic discount for a client.
See Add products and services to learn how to set a product to be eligible for automatic discounts.

The Discount Summary report lets you view discount amounts by discount type for the selected date range.

Discount columns are also included on the following reports. 

Report Group	Report Name
Sales	Sales and Cost of Sales filtered by Staff Sales and Cost of Sales filtered by Veterinarian Sales by Product Class

Apply a manual discount to one or more consultation product lines

1. Search for and select the patient.
2. To start a new consultation, click Create Consultation.
   OR
3. To use an existing draft consultation, click the Consults tab, click the menu button, and click View to open the draft consultation for editing.
   Note: You can also click the consultation number to open a consultation.
4. From the Provider drop-down list, select or verify the provider.
5. In the Product/Service area, search for and select the product.
6. Click the menu button and select Discount.
7. Select the discount type. For example, Employee 10%.
   Tip: Select the Apply to all checkbox to apply this discount to all products and services currently on the consultation.
8. Click Save.

Edit or delete a discount on one or more consultation product lines

Automatic and manual discounts can be edited or deleted on unsaved or draft consultations.

1. Search for and select the patient.
2. To use an existing draft consultation, click the Consults tab, click the menu button, and click View to open the draft consultation for editing.
   Note: You can also click the consultation number to open a consultation.
3. Locate a product that has the discount applied you want to edit or delete.
   Tip: If a discount has been applied to a consultation product line, the discount name and amount will be displayed underneath the Product /Service name.
   
4. Click the menu button and select Discount.
5. Edit or remove the discount.
   • To edit the discount, select a new discount. For example, Military 15%.
   • To remove the discount, select None. 
     Tip: Select the Apply to all checkbox to update this discount on all products and services currently on the consultation.
6. Click Save.

Apply a manual discount to one or more estimate product lines

1. Search for and select the patient.
2. To start a new estimate, click Create Estimate.
   OR
3. To use an existing pending, click the Estimates tab. Then click the estimate number to open the estimate.
   Tip: Review the estimate descriptions, as available, to find the estimate you want to update.
4. From the Provider drop-down list, select or verify the provider.
5. In the Product/Service area, search for and select the product.
6. Click the menu button and select Discount.
7. Select the discount type. For example, Employee 10%.
   Tip: Select the Apply to all checkbox to apply this discount to all products and services currently on the estimate.
8. Click Save.

Edit or delete a discount on one or more estimate product lines

Automatic and manual discounts can be edited or deleted on unsaved or draft consultations.

1. Search for and select the patient.
2. To use an existing pending, click the Estimates tab. Then click the estimate number to open the estimate.
   Tip: Review the estimate descriptions, as available, to find the estimate you want to update
3. Locate a product that has the discount applied you want to edit or delete.
   Tip: If a discount has been applied to an estimate product line, the discount name and amount will be displayed underneath the Product /Service name.
   
4. Click the menu button and select Discount.
5. Edit or remove the discount.
   • To edit the discount, select a new discount. For example, Military 15%.
   • To remove the discount, select None. 
     Tip: Select the Apply to all checkbox to update this discount on all products and services currently on the estimate.
6. Click Save.