An item discount promotion applies a discount to individual item numbers within an invoice. 

1. Go to Location Management > Promotions tab
2. Location: Select the location (or all) if working in a multi-location environment
3. Operations menu > New Promotion
1. Promotion Details 
1. Type: Select Items
2. Name: Type in the new promotion name
3. No GAP: Place a tick in this field if this promotion is to be used for Insurance Claims only and no payment is required from the Patient
4. Active Period: Type in the start date in the From field and the finish date in the To field
5. Activated: After a promotion has been used in an invoice it can’t be deleted but marked as inactive by unticking the Activated box and the finish date will be changed to the current date
2. Promotion Details
1. Click Add New Items
1. Select the items to include in the promotion
2. Click OK
   
   
2. Amount: Select to enter a dollar amount in the $ column which will be deducted from the original total
3. Percent: Select to enter a percentage in the % column which will be deducted from the original total
4. Fixed Fee: Select to enter a dollar amount in Fixed Fee column which will overwrite the original total
   
   
3. Optional Functions
1. Add New Items: Click to add more items to this promotion
2. Delete: Select the item and click Delete
3. Apply Values: Select items and click to increase/decrease by a dollar value
4. Click OK

A package promotion is a combination of item numbers which will be discounted per the promotional settings. 

1. Go to Location Management > Promotions tab
2. Location: Select the location (or all) if working in a multi-location environment
3. Operations menu > New Promotion
1. Promotion Details 
1. Type: Select the type of promotion from the drop list.
2. Name: Type in the new promotion name.
3. No GAP: Place a tick in this field if this promotion is to be used for Insurance Claims only and no payment is required from the Patient.
4. Capped Amount field: Non-editable field that shows the total amount of all items listed in the promotion.
5. Active Period: Type in the start date in the From field and the finish date in the To field.
6. Activated: After a promotion has been used in an invoice it can’t be deleted but marked as inactive by unticking the ‘Activated’ box and the finish date will be changed to the current date.
   
   
2. Promotion Details
1. Click Add New Items
1. Select the items to include in the promotion
2. Click OK
   
   
2. Type: Select from Compulsory and Optional
1. Compulsory: Item must be included in the treatment/invoice
2. Optional: Item does not need to be included in the treatment/invoice
3. Fixed Fee: Enter the fee to be charged per item number (not applicable if No GAP is ticked)
   
   
4. Click OK

Discount promotions can be duplicated and updated. This is commonly used to reuse an expired promotion, or if a promotion is locked due to being used and details cannot be updated. 

1. Go to Location Management > Promotions tab
2. Location: Select the location (or all) if working in a multi-location environment
3. Select the relevant promotion
4. Click Duplicate Promotion 
   
   
5. Enter the new promotion name
6. Click OK

Promotions must be applied to invoices prior to receiving payment, therefore must be completed from the Create Itemised Invoice window. Add the promotion details after completing an insurance claim. 

Non-Insurance Claim Invoice/Receipt

Follow these steps if applying a discount promotion to an invoice that will not have an insurance claim processed. 

1. Go to Patient Records > Treatment tab
2. Enter items to include in the invoice
3. Itemised Invoices menu > New Invoice (F2)                                                      
1. Tick Include Promotion
   
   
1. Select the relevant promotion
2. Show Promotion's Items: Tick to see item details
3. Show Promotion's Status: Tick to see a summary of the promotion for this patient
4. Click OK
   
   
2. Finalise by selecting Receive Payment / Create / Preview - to e-mail / Print
   
   

Insurance Claim Invoice/Receipt

Follow these steps if processing an insurance claim and applying a discount promotion. If the promotion is set as a No GAP promotion, there will be no option to Receive Payment at the end as the balance will be zero. 

1. Go to Patient Records > Treatment tab
2. Enter items to include in the invoice
3. Itemised Invoices menu > New Invoice (F2) 
1. Process Insurance Claim per usual
2. Tick Include Promotion
   
   
1. Select the relevant promotion
2. Show Promotion's Items: Tick to see item details
3. Show Promotion's Status: Tick to see a summary of the promotion for this patient
4. Click OK
   
   
3. Finalise by selecting Save / Preview - to e-mail / Print

Details of a promotion applied to a patients' invoice can be viewed from the Invoices tab. 

1. Go to Patient Records > Invoices tab
2. Select and hover the mouse over the invoice row to view promotion details