Here's a detail guide for the 3 methods on how you can apply Discounts in Zavy360.
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1. Discount each item via percentage % on the Invoice Builder
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From the Patient Profile > Go to Invoice Section > Then from the Invoice Builder, you can add percentage amount of Discount per Item number.
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2. Add a Fixed discount to an invoice via the Discount button. This can be done after creating the Invoice from the Invoice Builder and this applies to the whole amount of the invoice, NOT per Item Code. You can add a fixed amount or percentage amount.
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To do this, Click on the Discount Button on the bottom part of the page, and it will open a Discount Drawer Page on the Right Hand side of the screen,
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3. Add a Custom Item Code called Discount in the Catalogue Button and enter add a Service that has Negative Dollar Amount
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To do this, Hover over to the Catalogue (Push Cart Icon), and Click Services.
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Once Inside the Services Page, Click New Service
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When creating the New Service, make sure to complete all the required fields and once on the Pricing Section, add a Negative Value for the Dollar amount that you wished to be discounted and Save once completed.
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​ie. I've used -100$ for this example.
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Now to apply this, on the Invoice Builder, you will need to add the Negative Dollar amount Service that you created to the invoice builder, you can then search for the name of the service to have it added in.
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As you can see, after adding the negative dollar amount for discount, the total is less with the actual amount added in the custom service for the discount.
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Related Articles:
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​Setup - Adding Products and Services
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