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Status Already exists
Categories Estimates
Created by Guest
Created on Jun 22, 2022

RELATED ENHANCEMENT REQUESTS

Estimates currently don't have client discounts applied as preset.

If my client has a 10% preferred or 15% Rescue discount, those are not automatically applied to estimates, only to invoices.

Practice Name Dogwood Pet Hospital
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  • Guest
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    |     Jun 22, 2022

    Thanks for your enhancement submission. Estimates will automatically apply discounts per line item (displaying a YES in the DISC column).
    It does entail having the discount linked to both the item itself using the Tax/Disc tab and the client's A/R Information tab in order for the discount automation to occur. This also drives the auto discounting seen on invoices and PVL.

    This functionality has been present for some time. If you are not experiencing this, and can verify the item and client account have the same discount linked but is not applying on estimates, it may warrant support to take a look to determine the deviation from the working design.