Discounts

You can apply a discount directly to an invoice. The first step is to create your discounts. You can also set a discount to a patient/client profile so it will automatically get applied to their invoices (eg. Senior's Discount 10%). Discounts can be either a percentage or a fixed amount.

Create Discounts

  1. Login in as Admin
  2. Click on the Gear icon (top right header)
  3. Click on Billing
  4. Scroll to the Discount section
  5. Click on Add New
  6. Fill in the appropriate information and click Save

Apply a Discount to an Invoice

  1. Click on the Invoice
  2. Click Edit
  3. Click on Add Discount

Apply a Default Discount to a Patient Account

A Default Discount is a Discount automatically applied to Invoice Items for a particular patient/client.

  1. Click on the Patient's/Client's Name
  2. Click on the Discount tab
  3. Type in the Discount Name to be applied

Applying a Refund

Refund Credit Card Payment (Bambora)

Refund Policy

You can apply a discount directly to an invoice. The first step is to create your discounts. You can also set a discount to a patient/client profile so it will automatically get applied to their invoices (eg. Senior's Discount 10%). Discounts can be either a percentage or a fixed amount.

Create Discounts

  1. Login in as Admin
  2. Click on the Gear icon (top right header)
  3. Click on Billing
  4. Scroll to the Discount section
  5. Click on Add New
  6. Fill in the appropriate information and click Save

Apply a Discount to an Invoice

  1. Click on the Invoice
  2. Click Edit
  3. Click on Add Discount

Apply a Default Discount to a Patient Account

A Default Discount is a Discount automatically applied to Invoice Items for a particular patient/client.

  1. Click on the Patient's/Client's Name
  2. Click on the Discount tab
  3. Type in the Discount Name to be applied

You can apply a discount directly to an invoice. The first step is to create your discounts. You can also set a discount to a patient/client profile so it will automatically get applied to their invoices (eg. Senior's Discount 10%). Discounts can be either a percentage or a fixed amount.

Create Discounts

  1. Login in as Admin
  2. Click on the Gear icon (top right header)
  3. Click on Billing
  4. Scroll to the Discount section
  5. Click on Add New
  6. Fill in the appropriate information and click Save

Apply a Discount to an Invoice

  1. Click on the Invoice
  2. Click Edit
  3. Click on Add Discount

Apply a Default Discount to a Patient Account

A Default Discount is a Discount automatically applied to Invoice Items for a particular patient/client.

  1. Click on the Patient's/Client's Name
  2. Click on the Discount tab
  3. Type in the Discount Name to be applied

Applying a Refund

Refund Credit Card Payment (Bambora)

Refund Policy

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming