How to Add a Discount on Client Card

To add a discount on the Client Card, head over to the Details-view, under the Discounts section.

Click the Add Discounts... button.

The following dialog will appear.

Fill in the necessary information:

1. Percentage

This field is mandatory.

Here is where you can specify the percentage value for the new discount.

2. Since

Here is where you can specify the start date when the new discount will take effect.

3. Expiration Date

Select this option to enable the expiration date for the new discount. Once the option is selected, you can specify the date in the calendar field.

4. Description

Here is where you can enter the description of the new discount.

5. Invoice

Select this option if you want to apply the new discount to all invoices of the Client.

6. Case

Select this option if you want to apply the new discount to a specified Case.

7. User

Select this option if you want to apply the new discount to a specified User.

8. Case Participant

Select this option if you want to apply the new discount to a specified Case and Participant.

9. Roles

Select this option if you want to apply the new discount to a single or multiple roles.

After filling in the necessary information for the new discount, click the Save button and you are done.

Note:

1. Ensure that you are either a Case Manager, a Client Manager, or a User with 'Administrator'-rights set up to be able to make changes.