Uprise New Invoice Format - Discounts
This feature was released for Beta users on April 27th, 2023
Invoices in Uprise have a new look, improving readability and ease of check-out while preserving the processes that optical practices rely on for efficient billing. As this new invoice format becomes the standard for all Uprise sites, users should be aware of changes to certain task workflows workflow that you may encounter. Read more to learn how invoice discounts are now managed in Uprise.
Creating Differentiated Discount Reasons for Application on Uprise Invoices
All discounts are now differentiated as belonging to one of two types: Line Discounts and Order Discounts. These discount types are determined as they are created in the Admin > Lists section of your Uprise site, under the Discount Reasons list.
When adding a new selection to this list, users are prompted to select a discount type, along with its name, applicable product categories, active dates, and default values. Save the new Discount Reason to enable its use in your site.
Applying Line Discounts to an Invoice
Line discounts are applied selectively to individual line items on an invoice. Simply click the value displayed in the “Discount” column for any line item containing a patient-responsible balance, then select and apply a Discount Reason item:
The drop-down menu will now display only the Line Discount-type options that have been created for your Uprise site’s list. Select any option and click SAVE to apply the discount to the invoice:
Applying Order Discounts to an Invoice
Order Discounts apply the same discount reason and value to ALL line items contained in any given order on an invoice. Look for the “Order Discount” button above the line items field, click, and then select any Discount Reason.
This menu will display only the Order Discount-type options from your Uprise site’s list. Select any option and click SAVE to apply the discount to the invoice:
The applied discount and reason will now be reflected on the invoice:
