Client Discounts

Summary

The Client Discounts screen is used to process monthly discounts for clients between dates specified.

Details

This screen can be accessed via the 'Finance' button from the Primary Navigation on the left-hand side.

Monthly Discount levels (percentage) must be specified for each client before they can be applied via the Client Discounts Screen.

Assigning a Monthly Discount % to a Client

1. Navigate to the Reception Screen (Reception button from the Primary Navigation).
2. Search for and select a client, then navigate to the client's Additional Information screen.
3. Enter a percentage figure into the 'Monthly Discount %' field.
4. Repeat steps 1 to 3 for all eligible clients.

Applying Client Discounts

1. Enter the Client Discounts Screen (Finance > Client Discounts).
2. Specify the item date range ('From' and 'To') you wish to apply discounts for.
3. Select a Client Site (Client's registered site).
4. Specify a Discount Date (defaults to today's date)
5. Tick to exclude any clients that are flagged as a 'Bad Debtor'
6. Select 'Run' to display all clients who meet the specified criteria.
7. If you want to exclude any client/s from receiving a discount, then deselect the tick in the 'include' box on that clients row.
8. To apply the discount to the clients listed (with include selected), select the 'Apply Discount' button.
9. A prompt will appear asking if you want to apply the discount (non-reversible), select 'Yes' to continue or 'No' to cancel.
10. You will receive a message informing the discount was applied. This discount activity will display within the clients account screen.