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Discount not applying

Submitted by mckelvey on Wed, 18/11/2020 - 10:47
in

Hi there,

We have a couple of newer clients and although we have set them up to receive an automatic discount but this is not happening  when the invoice is built.  I'm sure that we have missed something somewhere but I can't find the missing box.  Client # 16444 is one of the affected accounts

Many thanks for your assistance.Attaching discount typeAttaching discount type

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Re: Discount not applying

Submitted by tanderson on Wed, 18/11/2020 - 11:10.

For a discount to apply during charging, it needs to be present on either the customer or patient and also the product or its product type.

Discounts are also dated. They only apply from the time that they are added. So if you invoice a customer before you add a discount, none of the invoice items will receive the discount, even if the invoice isn't finalised.

Back dating the discount doen't help in this situation either; the discount needs to be added before charging takes place.

 

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