For Example - Staff, Seniors, Military discounts etc

To set up an automatic discount for groups of client invoices it requires creating a Price Adjustment Rule.

There are two key steps to do this- 

• The first is to apply a Discount Group tag to the contact record of your selected clients. 

  • Follow our step by step guide here on our Documentation Portal - HERE

• Once a tag exists on contact records to identify your group of clients to receive discounts your second step is to create a Price Adjustment Rule.

  • Follow our step by step guide here on our Documentation Portal - HERE

Now when you process invoices for our client visits, they will receive discounts that you have configured for them.

Read more about what each of the settings mean and are used for in Price Adjustment Rules - HERE

See some examples of common Price Adjustment Rules created by clinics using ezyVet - HERE