This guide explains how to create and manage discount types that can be applied to your invoices and line items within the system.
Navigating to Discount Types
Go to the Settings module.
Click on the Discount Types submenu to view existing discount types.
Adding a New Discount Type
Select the + New Discount Type button to open the creation workflow.
Complete the following required fields:
Title: Name your discount.
Mode: Choose how the discount will be calculated.
Value: Input the percentage or dollar amount to apply.
Understanding Discount Modes
Variable: Allows selection from a range of dollar amounts, capped by the
Valuefield.Percentage: Sets the maximum percentage discount based on the
Valuefield.Fixed: Provides a flat discount that reflects the exact dollar amount in the
Valuefield and cannot be altered in the invoice.
Applying Restrictions
Type Field: Restrict discounts to categories like:
Service
Hearing Aid
Accessory
Fee
Supply
Sub Type Field: Further narrow discount application. For example, set
TypeasAccessoryandSub TypeasBatteryto apply the discount only to batteries.Product Field: Assign the discount to a specific product from your Catalog for granular control.
Additional Settings
Activation: Enable or disable the discount type.
Description: Optionally provide details about the discount.
Saving the Discount Type
After configuring all necessary fields:
Review your settings.
Click the checkmark to save the new discount type.
For additional questions or support, please reach out to our help desk.