Intro Discounts

The Discounts feature lets you apply manual discounts to procedures or transactions directly from EPONA.

Users can access this when adding a procedure or when adding an ad hoc transaction.

1. Add a discount

You can enter either a fixed amount ($) or a percentage (%) discount.
Use the group switcher at the top of the field to choose between % or $ before entering the value.

When added, the discount will automatically apply to all billable contacts involved in that transaction or procedure.

2. Review & edit

Discounts can be reviewed from:

The Transaction screen, before finalising the entry

The End of Period flow, during your review process

You can continue adjusting the discount until the transaction is approved. (to edit approved transactions you will need to unapproved)

3. Coming soon

EPONA will soon include automated discount rules, allowing you to define business rules to apply discounts automatically based on your setup and preferences.