The Promotions page
The Promotions page (/settings/promotions) defines the discount promotions available to apply to invoices, such as a percentage-off or fixed-amount discount, optionally limited to a date range.
What you'll learn
- How to add a new promotion
- The difference between percentage and fixed-amount promotions
- How to limit a promotion to a date range
- Where promotion usage is tracked for reporting
The Promotions settings page showing a grid of promotions with name, discount type, value, and date range columns.
Adding and managing promotions
1
Open Promotions
Go to <strong>Settings > Promotions</strong>.
2
Add a new promotion
Click <strong>Add</strong> and enter a name for the promotion.
3
Choose the discount type
Set the promotion as a percentage discount or a fixed-amount discount.
4
Set a date range (optional)
Limit the promotion to a start and end date if it should only be available for a limited time.
5
Save
Click <strong>Save</strong>. The promotion is now selectable when applying a discount to an invoice.
Expired promotions stop applying automatically A promotion limited to a date range is only available to apply to invoices within that range.
Tracking promotion use
Every time a promotion is applied to an invoice, it's recorded for reporting purposes, including who approved it.
Discounts & Refunds Report
See every use of a promotion across your clinic's invoices, along with the approver for each one.
Creating and Managing Invoices
See how a promotion is applied to an invoice during creation.
Frequently asked questions
Apply the promotion at the point of applying a discount on the invoice; check the Invoice Drawer for the exact scope it applies at.
Past invoices keep the discount they were given. Deleting a promotion only removes it from the options available for new invoices.
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