Discounts can be used for a variety of reasons - whether you're offering a reduced rate for early or cash payments, supporting long - term clients, or assisting patients in financial hardship. Applying a discount ensures your invoices reflect the agreed-upon rate while keeping your records accurate and transparent.
Watch and learn Prefer to see it in action? This quick video tutorial walks you through applying a discount step by step
From your Bookem calendar:
Open the booking and click New invoice
If you don’t see the discount column:
Scroll to the right of the invoice and click the 👁 eye icon in the header row
Toggle Discount to on
Add the discount in the Discount column
Finalise and send the invoice
If you often apply the same discount to a particular client, save time by copying a previous invoice
Open the client's profile or booking
Click Copy invoice
Adjust the details if needed
The discount will carry over automatically