How to Apply Discounts

Offer discounts on invoices for promotions, loyalty rewards, staff rates, or special circumstances.

Create the invoice as normal

After adding line items, click + Add Discount

Choose the discount type:

- Percentage — e.g., 10% off the total

- Fixed Amount — e.g., ₦5,000 off the total

Enter the discount value

Optionally add a reason (e.g., "New Patient Discount", "Staff Rate")

The total updates automatically

Open the unpaid invoice

Click Edit Invoice

Add the discount as described above

Click Save Changes

Note: Discounts cannot be added to invoices that have already been partially or fully paid.

Type	Use Case	Example
New Patient	Welcome discount for first visit	10% off first treatment
Loyalty	Reward for returning patients	5% off after 5th visit
Staff	Reduced rates for team and families	50% off all treatments
Referral	Patient referred a friend	₦2,000 off next visit
Seasonal	Holiday or promotional campaign	15% off whitening in December
Hardship	Financial assistance cases	Custom amount

Set up recurring discount types at Settings → Billing → Discounts:

Click + Add Discount Type

Enter the name, type (percentage or fixed), and default value

Optionally set eligibility rules (e.g., new patients only)

The discount appears as a quick-select option during invoicing

Track discount impact at Analytics → Billing → Discounts:

Total discount value given in the period

Discount frequency by type

Impact on average revenue per visit

Comparison of revenue with and without discounts

For invoicing, see Creating Invoices.