Every discount, promotion and refund is money the clinic chose to give back. This report totals them by reason and by who approved them.

What it shows

Discounts & refunds lists every write-down in the period: promotions applied to invoices with the staff member who applied them, invoice write-offs, and credit notes from refunds, with the total written down. Line-level discounts typed on an invoice line aren't separate rows; they're already inside the line's revenue.

Filters: a date range with the presets Today, Week, Month, Quarter and Year or a custom range, a location, compare with the previous period. It needs the financial reports permission, which Administrators and Bookkeepers have.

The Discounts and refunds report with Promotions applied, Written off, Credit notes, Total write-down and Promo uses figures and an empty promotions table with date, invoice, promotion, approver and discount.
Discounts and refunds for the quarter: a $40.00 write-off and a $20.00 credit note, no promotions used yet.

Reading it

Headline figures: Promotions applied, Written off, Credit notes, Total write-down, Promo uses.

Columns: Date, Invoice, Promotion, Approved by, Discount.

Acting on it

Review it monthly. A staff member applying many promotions, or write-offs climbing, shows here before it shows in the bank. Each row names the invoice to open.