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How to Add a Discount on Client Card

  • Updated

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

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Click the Add Discounts... button.

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The following dialog will appear.

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Fill in the necessary information:

 

1. Percentage

This field is mandatory.

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

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2. Since

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

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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.

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4. Description

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

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5. Invoice

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

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6. Case

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

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7. User

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

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8. Case Participant

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

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9. Roles

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

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

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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.