Intro Discounts

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

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

Business Rule Discounts (Automatic)

The Discount Rules checkbox is:

Always visible
Checked by default

When checked, EPONA:

Checks if a Business Rule exists for the selected Item + Contact

Automatically applies the discount if a rule is found
Keeps the Discount column hidden

If no Business Rule applies:

The checkbox automatically unchecks
The Discount column appears so you can add a manual discount

Manual Discounts (One-off)

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.

Uncheck the Discount Rules checkbox

The Discount column appears

Choose % or $

Enter the discount value

✔ Applies only to that entry
✔ Applies to all billable contacts
✘ Does not affect Business Rules

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)

Switching Between Discount Types

Uncheck Discount Rules → Manual discount enabled
Re-check Discount Rules → EPONA re-applies Business Rules (if any)

Review & Edit

Quick Tip