An item discount promotion applies a discount to individual item numbers within an invoice.
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Go to Location Management > Promotions tab
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Location: Select the location (or all) if working in a multi-location environment
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Operations menu > New Promotion
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Promotion Details
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Type: Select Items
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Name: Type in the new promotion name
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No GAP: Place a tick in this field if this promotion is to be used for Insurance Claims only and no payment is required from the Patient
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Active Period: Type in the start date in the From field and the finish date in the To field
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Activated: After a promotion has been used in an invoice it can’t be deleted but marked as inactive by unticking the Activated box and the finish date will be changed to the current date
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Promotion Details
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Click Add New Items
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Select the items to include in the promotion
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Click OK
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Amount: Select to enter a dollar amount in the $ column which will be deducted from the original total
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Percent: Select to enter a percentage in the % column which will be deducted from the original total
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Fixed Fee: Select to enter a dollar amount in Fixed Fee column which will overwrite the original total
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Optional Functions
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Add New Items: Click to add more items to this promotion
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Delete: Select the item and click Delete
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Apply Values: Select items and click to increase/decrease by a dollar value
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- Click OK
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Create a New Package Promotion
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