Apply a discount to a bill

Reduce a bill by an amount or a percentage, on the whole bill or on one service, and record the reason.

You give a discount on the DISCOUNT tab of the bill form, before you add the payment. A Header discount applies to the whole bill. A Line discount applies to the services you choose.

note

Who can do this: cashier and billing staff allowed to give discounts

Where: Billing › Billing Dashboard › Add › DISCOUNT tab

Before you start

• Open a bill and add the services. See Create an OPD bill.
• If your hospital uses fixed discount schemes, they are listed under Discount Master. See Set up Discount Master.

Give a discount on the whole bill

1. On the bill form, click the DISCOUNT tab. Discount Type is Header and Discount Method is Amount.
2. To discount by percentage, change Discount Method to Percentage.
3. Type the discount in Discount Amount (or Discount Value for a percentage) and press Tab. The Percentage, Discount and Net columns of each line update, and Collected shows the new amount to collect.
4. Type why the discount is given in Discount Reason. Select Recommended By and Authorized By if your hospital records them.
5. Click the PAYMENT tab. SUMMARY shows the Discount and the reduced Due.
6. Add the payment and save the bill. See Collect a payment.

Give a discount on one service

1. On the DISCOUNT tab, change Discount Type to Line.
2. Under Invoice Items, type the discount in the Percentage or Discount box of the service. Net on that line updates.
3. Type the Discount Reason, then add the payment and save.

Fields on the DISCOUNT tab

Field	What to enter	Required
Discount Type	Header for the whole bill, Line for chosen services.	No
Discount Method	Amount or Percentage.	No
Discount Amount / Discount Value	The amount, or the percentage from 1 to 100.	No
Total	The bill total before discount. Filled for you.	—
Recommended By	The person who asked for the discount.	No
Authorized By	The person who approved it.	No
Discount Reason	Why the discount is given.	No
Discount Master	A discount scheme set up by your hospital.	No
Remarks	Any extra note.	No
Collected	The amount to collect after discount. Filled for you.	—

Troubleshooting

What you see	What it means	What to do
Discount cannot be more than Bill amount	The discount is larger than the bill total.	Type a smaller amount.
Percentage between 1 and 100	The percentage on a line is outside 1 to 100.	Type a value from 1 to 100.
Discount Value Should Be Less than Actual Service Price	The line discount is equal to or more than the service price.	Type a smaller discount.
Please clear all payment details first	A payment is already added to the bill.	Delete the lines under PAYMENT DETAILS, change the discount, then add the payment again.
Discount Master is empty	No discount scheme is set up.	Ask your administrator to set up Discount Master. You can still type a discount.

Related

• Collect a payment: take the reduced amount by cash, card or UPI.
• Set up Discount Master: create discount schemes.
• Billing FAQs: common questions about discounts.