Apply Discounts

Add a discount to a draft invoice to reduce the total amount charged to the patient.

Prerequisites

• Staff account with billing edit permission
• The invoice must be in DRAFT status

Steps

1. Open the draft invoice from the Billing section.
2. Click Add Discount.
3. Enter the required fields:
   • Description — reason for the discount (e.g., “Loyalty discount”, “First visit promotion”)
   • Choose one of:
     • Fixed amount — a specific monetary value to deduct
     • Percentage — a percentage of the subtotal to deduct (max 100%)
   • You cannot provide both a fixed amount and a percentage for the same discount.
4. Click Save to apply the discount.

Notes

• Multiple discounts can be added to the same invoice.
• The invoice total is recalculated automatically: Total = (Subtotal - DiscountAmount) × (1 + Tax Rate).
• If total discounts exceed the subtotal, the total is clamped to 0 — it will never go negative.
• Discounts can be edited or removed while the invoice is in DRAFT status.
• Once the invoice is FINALIZED, no further edits are possible.
• All discount changes are recorded in the AuditLog.