Apply a Promotion to an Invoice

Promotions must be applied to invoices prior to receiving payment, therefore must be completed from the Create Itemised Invoice window. Add the promotion details after completing an insurance claim. 

Non-Insurance Claim Invoice/Receipt

Follow these steps if applying a discount promotion to an invoice that will not have an insurance claim processed. 

1. Go to Patient Records > Treatment tab

2. Enter items to include in the invoice

3. Itemised Invoices menu > New Invoice (F2)                                                      

   1. Tick Include Promotion
      
      

      1. Select the relevant promotion

      2. Show Promotion's Items: Tick to see item details

      3. Show Promotion's Status: Tick to see a summary of the promotion for this patient

      4. Click OK
         
         

   2. Finalise by selecting Receive Payment / Create / Preview - to e-mail / Print
      
      

Insurance Claim Invoice/Receipt

Follow these steps if processing an insurance claim and applying a discount promotion. If the promotion is set as a No GAP promotion, there will be no option to Receive Payment at the end as the balance will be zero. 

1. Go to Patient Records > Treatment tab

2. Enter items to include in the invoice

3. Itemised Invoices menu > New Invoice (F2) 

   1. Process Insurance Claim per usual

   2. Tick Include Promotion
      

      1. Select the relevant promotion

      2. Show Promotion's Items: Tick to see item details

      3. Show Promotion's Status: Tick to see a summary of the promotion for this patient

      4. Click OK
         

   3. Finalise by selecting Save / Preview - to e-mail / Print

Reporting on Discount Promotions

View Promotion Details Against an Invoice

Create a New Item Discount Promotion Template

Create a New Package Promotion Template

Activate Discount Promotions