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PatientNow Essentials/EnvisionNow: Discount Options on a Sales Ticket

Discount Options on a Sales Ticket

You have two options to apply a discount on the sales ticket. You can Discount just the item or you can discount the whole ticket.

Discount Item

When you are looking to only discount that singular line item you will want to apply the discount to the item.

How To Apply a Discount

1. Ring up the products/services that the client is purchasing.

2. Select the pencil icon for the item to be discounted or double click the item from the Sales Register screen.

3. When the Edit Line Item Screen appears, select the Discount button.

4. Enter the desired discount options when the Discount Item screen appears.


When you select one of the 3 choices at the left of the screen you determine how the entry in the Discount Amount field on the right will be applied.

  • If No Discount is selected, none of the fields work

  • If Discount By a Percentage is selected, the entry in the Discount Amount will be applied as a percentage discount

  • If Discount By Fixed Amount is chosen, then the entry in the Discount Amount will be applied as a dollar amount discount.

Discount Note is an optional area to add a reason why the discount is being applied.

5. Select Save, and then click Save on the Edit Line Item screen.

6. You can see that the discount was applied to the line item by the italicized font for the dollar amount. Finish the transaction and collect payment by clicking on Take Payment.

|⚠️Important Note: If you apply a discount to a multi-quantity number item, the discounted amount will apply to each of the item's quantity numbers. For example: You have an item that is $20 and has a quantity of 5 equating to $100. If you want to give a $50 discount on that line item it will discount each quantity by $50, $50 x 5 equating to a $250 discount. The line item will show as $0. You will need to use a Ticket Coupon instead.

Discount Ticket

Discounting a ticket will allow you to discount the whole ticket by a percentage amount.

How To Apply a Discount to the Ticket

1. Create a new sales ticket for your client, add their products and services they are purchasing.

2. Under Options you will click on the “Discount Ticket” button.

3. The Discount Ticket window will open for you to configure the discount you are applying to the ticket.

Enter in the percentage amount you would like each line item to be discounted by. Then uncheck any of the inventory types the discount is not being applied to. The Department selection and Discount note are both optional fields. Click Save.

4. You can see that the discount was applied to the line items by the italicized font for the dollar amount. Finish the transaction and collect payment by clicking on Take Payment.

|⚠️Important Note: Discounts may be applied to a single item or the entire ticket. If you need to apply both a ticket discount and an item discount, apply the ticket discount first.

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