Discounts
Hi,
We have recently been having problems with our pension discounts, the discounts are on the client files but it is not being picked up on the invoices. This is happening on a number of clients and we are having to put on the discount manually. If anyone has any ideas how to fix this it would be great.
Thanks Danielle
Discounts
Are the pension discounts active on the customer and/or patient?
They must have either no "To Date" set, or one set greater than the charge item date.
Are the pension discounts active on the product you expect the discount on?
The same discount must be attached to the product, and have the "To Date" set as above.
Also, if any discount is discount group then there must be an active discount for it to apply.
-Tim
Re: New or updated comment for General User's Discussion Forum t
It is now happening with all clients with discount these people have no
discount end date and they were all working in the last month but not now.
none of our products have the discount linkage but i dont thik they ever
did.
Thanks Danielle
----- Original Message -----
From: "tanderson"
To:
Sent: Wednesday, August 04, 2010 9:07 PM
Subject: New or updated comment for General User's Discussion Forum topic:
Discounts
Re: New or updated comment for General User's Discussion Forum
Discounts
On this subject....
How does one add another discount type?
MRR
Re: Discounts
Discounts
CHeers,
too easy! Thanks TDek.
MRR
Discounts
Dear all,
Thinking about Discounts over night.
As mentioned previously we have several discounts that we apply to out clients. Pensioners( aged) and The footy club supporters.
When you use the current OPEN VPMS, the discount applied automatically to what ever services you want it applied to is totaled automatically and on the invoice shows as
Discount $ xx.xx
On the last line of the invoice.
I really like to promote that fact that this discount is for " NORWOOD fc SUPPORTERS CLUB Discount" or " HELLS ANGELS MC Club" or whatever.
Is there any way of changing things so that if you want the option is there to have the invoice came up with the above?
MRR
Discounts
There's no easy way to do this at present, as the discount type is not stored with the invoice.
You might be able to come up with a fudge solution by manually adding invoice items with dummy products and zero amounts.
These would indicate to the invoice report where the discount came from. Pretty ugly though.
A better solution would be to change the invoice item to track which discounts were used, via one or more participations.
WDYT Tony?
-Tim
Discounts
Hi Tim,
Maybe the simplest way would be to have a function that returns the current discounts attached to the customer as a string so this can be added to the invoice template.
Cheers
Tony
Discounts
Maybe, but that doesn't tell you which discounts were included as part of the invoice.
That said, a function could be provided that takes an invoice and tries to work out the discount types.
It wouldn't be a 100% accurate if discounts are manually added or changed.
It also might not work too well for determining discounts on old invoices.
-Tim