Managing Discounts in D4Web

Managing Discounts in D4Web

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Discounts can be issued at various times through the invoicing to payment process.
Listed below are the instructions for discounting in D4web

Discount an Outstanding Balance

Discounts can be processed after the invoice and/ or part of the payment already made.
  1. Click the navigation menu > Patients > Invoices page
  2. Double click in the $ Discount / % Discount field of the outstanding line
    1. Click ADD
    2. Select the Category
    3. Enter the Discount by $ or % value
    4. Add a Note if applicable
    5. Click OK

Discount During Payment from Receipts

Discounts can be issued while processing a receipt after the invoice has been generated.      
  1. Receipts toolbar > New Receipt / Click New Receipt icon
    1. Enter the Amount to be received
    2. Select the Payment Type
    3. Enter the Discount by $ or % value
    4. Continue with payment

Discount During Invoice Only creation in Treatment

Discount can be applied at the time an Invoice only is be being created
  1. Click the navigation menu > Patients > Treatment page
  2. Itemised Invoices toolbar > New Invoice Only or click New Invoice icon (or press F2 key )
    1. Select the Discount Category, if applicable
    2. Enter the Discount by % or $ value
    3. Continue to RECEIVE PAYMENT, CREATE or PRINT

Discount During New Invoice and Receipt creation in Treatment

Discount can be applied at the time an Invoice & Receipt is be being created 
  1. Click the navigation menu > Patients > Treatment page
  2. Itemised Invoices toolbar > New Invoice and Receipt or click Inv/Receipt icon (or press F3 key)
    1. Enter the Amount to be received 
    2. Select the Payment Type
    3. Enter the Discount by $ or % value
    4. Continue onto the payment
Info
If you wish to use Discounts categories and want instructions on how to setup those up, click here (Link coming soon)

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