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About price adjustment reasons

When you enter a discount in an invoice line item, you can also select a price adjustment reason. A price adjustment reason identifies why a discount is necessary. For example, you could select a price adjustment reason for a preferred customer discount or a staff member discount.

Figure 1. Selection of a price adjustment reason

Selection of a price adjustment reason

A practice manager usually makes the price adjustment reasons that are available for an ezyVet site. Then, other staff can select an applicable price adjustment reason when they enter a discount for an invoice line item.

Permissions for price adjustment reasons

To make and manage the price adjustment reasons of a site,a staff member must have these user account permissions:
  • Financial > Price Adjustment Reasons > Add/Edit
  • Financial > Price Adjustment Reasons > Disable/Restore

To select a price adjustment reason for an invoice line item, it is not necessary for a staff member to have special user account permissions.

ezyVet reports for price adjustment reasons

Use the Invoice Lines report to show the price adjustment reasons of the line items of many invoices. The report shows each price adjustment reason in the User Reason column of its output.