Discounting Invoices in Zenoti

Policy:
 

• Discounting invoices may be done in one of two ways.
  • A discount may be applied via a 'Campaign' or
  • A discount may be applied by discounting a specific line item on an invoice.
     
• Applying a line item discount must have MOD approval and credentials entered. The discount may be applied in dollar or percentage amount.
   
• In the event of an unhappy Client, applying a 'Campaign' does not need MOD approval. The Front Desk should feel empowered to make a situation right if it is called for. Here are the 'Campaign' names the Front Desk is approved to apply. (See 'Applying and removing Campaigns')

  • '5 Dollar Discount' for current service (for minor in-clinic issues)

  • '10 Dollar Discount' off current service (for “bigger” issues)

  • If the Client is unsatisfied, kindly let them know the MOD will be in touch.

Task
 

1. In the Invoice screen, select the 'Discount' field
    
2. Get the MOD and they will enter their Zenoti credentials 
    
3. In the 'Discount' field, enter in the dollar amount to be discounted or enter in the percentage amount with '%' after
    
4. Proceed with Check out