Applying a discount in clinic

You can set the price agreed with a patient or apply a discount before taking payment. The visit's balance updates to reflect the price you save. Recording a smaller payment does not change the price.

Confirming the price when changing treatment

When you change a treatment, the panel shows its old price, new price and amount already paid. If it asks you to confirm a changed price, choose Charge the new price, showing the new amount, or Agreed a different price before saving.

For a different price, enter the Agreed treatment price. A lower amount is recorded as a discount, with Agreed price in clinic preselected as its changeable Discount reason; a higher amount uses Set final price as the net price the patient pays. Clear existing discounts in Treatment prices first. A higher price is refused before the treatment is changed if the visit is fully settled at the new list price, has a pending online payment, or has an invoice with a number, an issued date or an issued or paid status, even if it was later voided. An unnumbered, unissued draft does not prevent a higher price. Any linked invoice, including a draft, prevents the agreed-price discount before the treatment is changed. You can add an Internal note (optional). The treatment saves first, followed by the price adjustment. If a warning says the agreed price could not be confirmed, the treatment has changed: reload and check Treatment prices before taking payment.

A change to a treatment with the same price does not need this choice. If a final price is already set, it stays and the choice is skipped. The panel warns you that a treatment costing more than that final price cannot be saved.

When you take less than the visit costs

If checkout asks about the difference, choose the option to record the difference as a discount or leave it owing before taking payment. For a discount, Agreed price in clinic is preselected as the Discount reason; change it if needed and add an Internal note (optional) if useful. The payment records the amount actually taken; the discount covers the difference you confirmed. If the price changes during checkout, any extra balance stays owing. Leaving it owing keeps the visit part paid.

This choice is for treatment payments. Account credit and payments with products do not offer it. A visit with any linked invoice, including a draft, cannot use the checkout discount. Leave the balance owing, then correct the invoice. If the payment is recorded but the discount cannot be confirmed, do not record the payment again. Reload and check Discount in Treatment prices.

Correcting a price on a past visit

Open the visit on its diary date, find Payment, then Treatment prices. Choose Discount beside the treatment that still owes money. Enter the agreed total in Price after discount, including anything already paid, and press Save discount. Check To pay is zero. This records the reduction without taking another payment.

A final price can raise the price, but cannot be set below the catalogue price or reduced after saving. Use Discount for a reduction. A discount can correct a past visit, but cannot reduce its price below money already paid. Follow the message shown rather than recording a second payment.

Setting an agreed final price

1. Open the appointment in the diary and find Treatment prices.
2. Choose Set final price beside the treatment you want to change.
3. Enter its total in Final treatment price, including any amount already paid. Existing discounts still apply to this agreed price.
4. You can add a Reason (optional).
5. Press Save final price.

This changes this treatment in this visit. It does not record a payment or change your treatment catalogue.

Applying a discount

1. In Treatment prices, choose Discount beside the treatment.
2. Enter the treatment's total Price after discount, including anything already paid.
3. Add an optional reason or internal note, then press Save discount.
4. Check Visit total, Paid and To pay before recording the payment.

The rules it follows

• Each change applies to the selected treatment, so check its name before saving.
• A discount cannot create a negative balance. Use Remove discount to undo it.
• An existing online discount still applies. A final price changes the agreed price before discounts; use Discount when you are giving money off.
• Price changes are blocked when the visit has already settled or its money is committed to an invoice or payment in progress. Follow the message shown rather than recording a second payment.
• If you close the drawer with an unsaved price change, you are asked what to do with it.

Where it shows

The saved change appears in the visit's prices and balance. Price changes and discounts are recorded in the audit trail. Your treatment catalogue stays the same.

Discounts patients redeem themselves

For codes patients enter when booking online, see Promo codes and gift vouchers.