A promotion is a time-boxed discount applied at invoicing, for a campaign or a quiet month. It shows as its own line, so reports can tell you whether it worked.
Create a promotion
A promotion is a discount applied to a whole invoice, set up once and chosen by staff when an invoice qualifies: a spring offer, a package price, a staff discount. Open Settings, then Promotions, and add one.
Name
Printed on the invoice next to the discount, so write it for the patient: Spring offer, not promo2.
Promotion amount
Percentage or Fixed amount, and the value. For a percentage, Maximum discount caps what it can take off, so 20 percent off a large invoice doesn't discount more than you intend; leave it empty for no cap.
Applies to
All items, Services only or Products only. A percentage is worked out on the matching lines only.
Validity
A Start date, an End date, or both. Leave both empty and the promotion runs until you archive it.
This list is one for the whole clinic; every location uses it, and there's nothing to set up again when you add a location.
On the invoice
On an invoice, + Add promotion lists every promotion running today; one outside its dates isn't offered at all. One that doesn't apply, because it's limited to products and the invoice has none, or to services and it has none, is shown but can't be chosen, with the reason. An applied promotion shows as a Promotions line in the totals, taken off after tax on a tax-inclusive clinic and before tax otherwise, and can be removed with the cross beside it while the invoice is editable. Who applied it and how much it saved is listed in the Discounts and refunds report. Archive a promotion to stop it being offered; invoices that used it are unchanged.