Discounts

Medexa offers the possibility of adding discounts to your invoices.

What is a discount ?

A discount is a reduction that can be in percentage (%) or an amount of money ($).

How to set up a discount ?

Before applying a discount to an invoice, you must first configure your discounts.

This configuration has to be made by points of service. 

To configure one or more discounts, here are the instructions:

1. Go to My Clinic
2. Go to Articles
3. Click on Discounts under Products
4. Choose the right point of service
5. Click on the (+) on the right
6. Enter the Name of your Discount, choose the Type of discount and enter the Amount of the discount
7. Click on Save changes

If you made a mistake, you can click on the discount you just created and modify the information.

It is also possible to deactivate a discount by clicking on the Deactivate button in red.

How to apply a discount on an invoice ?

After configuring your discounts by points of service, you can easily apply the discounts to invoices.

To apply a discount on an existing invoice, here are the instructions:

1. Open an invoice from the Billing tab or from the patient file
2. Click the pencil icon next to an appointment or article in the Articles section
3. In the Apply Discount section, choose the desired discount that you have configured in My Clinic
4. Click on Save changes

To apply a discount on a new invoice, here are the instructions:

1. Create an invoice from the Billing tab or from the patient file
2. Click the pencil icon next to an appointment or article in the Articles section
3. In the Apply Discount section, choose the desired discount that you have configured in My Clinic
4. Click on Save changes

If you have applied a discount by mistake in an invoice, it is possible to remove it.

Here’s how:

1. Select the invoice from which you need to withdraw the discount
2. Click on the pencil icon in the Articles section
3. Click on the red trash can icon
4. Click on Save changes

How to apply a discount on the total amount of the invoice ?

The software also allows you to apply a discount on the total invoice amount.

Here are the instructions:

1. Create an invoice from the Billing tab or from the patient file
2. Click on the drop-down menu at the bottom of the mention Apply a discount
3. Select the desired discount

Note: This option only shows percentage discounts