How do I give a discount, including after the patient has paid?

Short answer: discounts go on the invoice, not the payment: enter the Discount when you create the invoice, or click Edit Discount on the invoice page later.

On a new invoice

In the Create Invoice drawer, enter the Discount as a percentage or an amount, then click Create Invoice.

On an existing invoice

Open the invoice (from Finances → Invoices or the patient’s Invoices tab) and click Edit Discount.

If the patient already paid

Edit Discount still works. If the new total is less than what was paid, you choose to refund the difference or keep it as the patient’s balance.

Each user can only give up to their maximum discount. The owner sets it in Settings → Users (Max Discount / Max Discount %).

Changing the discount recalculates the doctor’s percentage on that invoice.

Full guide: Invoices

Still stuck?

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