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Set the discount of many invoice line items

Use the invoicing screen to set a discount for many line items at the same time. Thus, it is not necessary to set the discount for each line item each time.

  • Make sure that the applicable invoice is unapproved
  • Make sure that you have the Financial > Invoice > Change Discount permission
To set the discount, do this procedure.
  1. Open the applicable invoice.
  2. Select the checkbox of each applicable line item.
    The checkbox of each applicable line item
    Tip: To select all line items, select the checkbox that is adjacent to Product:
    The checkbox that is adjacent to Product
    Note: These types of line items do not show a checkbox:
    • The line item of a service fee
    • The line items of products of a product bundle
  3. Select Discount.
    The Discount button
    ezyVet shows the Discount dialog box.
  4. In the Reason box, select the applicable price adjustment reason.
    The Reason box
  5. In the Discount By box, enter the discount percentage.
    The Discount By box
  6. Select APPLY.
    The APPLY button
    Note: If you accidentally set an incorrect discount, right-click the record tab of the invoice and select Refresh:
    The Refresh command
  7. Select Save.
    The Save button
    ezyVet shows a confirmation message:
    An Invoice saved message
The line items have the discount.