APPLYING DISCOUNTS TO ORDERS IN INFUSIONSOFT

 

(General Video)

Policy 

1. Discounts Can Never Be Combined

Only one offer or discount can be used at one time. For example, a birthday discount cannot be applied to an already discounted service.

2. Types of Discounts Offered:

• Monthly Promotional Discounts
• Birthday Discounts
• Referral Discounts
• Testimonial Discounts
• Discounts Given for Grievances
• Credits on the Client’s Account
• Clear for a Year Membership Discounts

3. Any Other Types of Discounts Require Manager Approval

Task

When the client has received an offer for a discount, the Front Desk Associate:

 

1. Navigates to IS and creates a Quote (ReferTSK-160)

 

2. Enters in products and/or services

 

3. Receives Manager approval (if needed)

 

4. Selects discount

 

5. Adds discount: 
   1. If the discount is only for service but you have a product and service quote, the discount is figured manually on a calculator and added an Amount($) discount, NOT a percentage off the whole ticket
   2. Do not apply percentage discount if there is a service included because it will take off 20% for the whole order.

 

 

6. Selects Amount $

 

7. Enters in dollar amount verified in Step 4

• Entering in the discounted dollar amount confirms that the 20% discount will NOT be applied to the whole order if there was a service included.

 

 

8. Select ‘Ok’

 

9. Processes rest of order

 

10. Prior to completing the order, FDA navigates to IS “Notes” and enters in information as to why they received a discount at checkout. Make sure to add manager to the note so he/she can be notified of the situation.

 

 

Conclusion

• Identify the discount type or credit.

• If the invoice requires a client credit, the credit amount must be verified and updated in the InfusionSoft “notes” tab.

• Create a client quote ensuring the correct details of the quote

• Apply credit/discount to the invoice and ensure accurate total

• Process payment by placing the order in InfusionSoft