How do I apply a discount to an invoice line item in Prospyr?
You can apply a fixed-dollar or percentage discount to a single item on a patient's invoice — without changing the price of anything else on that invoice. This article covers adding, editing, and removing a line-item discount.
Note: This article is for staff with invoice editing permissions and the Custom Discounts permission enabled on their role.
How line-item discounts work
A line-item discount applies only to the specific service, retail product, package, or other item you select on the invoice. This lets you discount one item — say, a consultation fee — without adjusting the price of anything else on that invoice.
Prerequisites
You'll need permission to edit invoices.
Your role must have the Custom Discounts permission enabled. Important: If you don't see the option to add a discount, this is almost always why — see the Common Issues section below.
How to apply a discount to a line item
Open the patient's chart and select the invoice you want to update.
Click Edit Invoice.
Find the line item you want to discount.
Click the Options menu (the three-dot icon) beside that item.
Select Add Discount.
In the Set Discount window, choose a discount type:
Fixed Amount — subtracts a specific dollar amount, such as $25
Percentage — subtracts a percentage of the item's price, such as 20%
Enter the discount amount.
Click Apply Discount.
Click Save or Update Invoice to keep your changes.
The discount will appear beneath the selected line item, and the invoice totals will recalculate automatically.
How to edit an existing line-item discount
Click the discount shown beneath the line item.
Change the discount type or amount.
Click Apply Discount.
Click Save or Update Invoice.
How to remove a line-item discount
Find the discount beneath the line item.
Click the X on the discount.
Click Save or Update Invoice.
The invoice totals will recalculate automatically once the discount is removed.
Common Issues
Why don't I see "Add Discount" in the Options menu?
Your role likely doesn't have the Custom Discounts permission enabled. Ask a workspace owner or administrator to review your invoice permissions and grant access if appropriate.
Will the discount change the total on the whole invoice, or just this item?
A line-item discount only affects the item you applied it to. The invoice's overall total will update to reflect that one item's new price, but no other line items are changed.