How to Add a Discount or Adjustment

Learn how to add discounts or adjustments to an Invoice or Product Sale

Jump to:

• How to Add a Discount
• How to Add an Adjustment
  
  

How to Add a Discount

A discount is a dollar or percentage deduction added to your transaction. A discount may be added for a variety of reasons, such as a veteran's offer or holiday special.

How to Add an Adjustment

• An adjustment is a write-off in the system, typically added for insurance invoices. If for example, the insurance company did not pay the full amount, you can add an adjustment to write off the difference.
• If the check sent by an insurance company is final, you can mark it as a final payment within the final payment window. Then click "write off balance" to add the remaining amount as an adjustment.
• An adjustment may also be used for non-insurance reasons, such as if the patient was not able to pay the full amount.