How to enable Automatically Apply Discount Upon Performing Plan Items ?
Open Hamburger Menu.
Step 1 : Click on Clinic & Staff settings >> Organisation>> Clinics.
Step 2 : Click on the Settings icon as shown below against the clinic you would want to make the changes to.
Step 3 : Underdiscount Setup, Automatically Apply Discount Upon Performing Plan Items - enable as per your preference.
Related Articles
How to Generate a report on Active plan items in the clinic ?
Start at the Hamburger Step 1 : Click on Remind Compliance & Marketing >> Marketing Dashboard. Step 2 : Select the filter as "Plan Item queries", select the status as "Active" and click on apply filterPronghorn - Edit / Add Plan Item
Please follow the below steps in creating a plan Item Step 1: Click on "Inventory & Plan Item" Step 2: Select Plan Item Management Step 3: Select "Plan Items" Step 4: This page you can add & download plan item. This would give you the details of the ...How to enable discount for the client ?
Step 1 : Click on the Client Name on the Client toolbar. Step 2 : In the side menu that appears, click on edit details. Step 3 : Click on the edit option next to Additional Details and check the Apply discount box and choose a discount you have ...Getting Started With VETport Number 3 Plan Item, Reminders and Past Services, Enable Inventory
Plan Item Review Plan Items are what is used to do charging in VETport. You will need to review these and edit the prices. VETport downloads about 5400 plan items with the launch of a clinic. These plan items are broken down into plan actions, ...How to apply a default discount on a pet ?
Step 1 : Click on the Pet's name on the Patient Tool bar. Step 2 : In the side menu that appears, click on Edit details. Step 3 : Click on the edit option next to Taxing & Discounting. Click on the apply discount checkbox and select the discount ...