The charge discount functionality enables users to specify special charge rates for particular cases, clients and client/applicant combinations.

These discounts are applied when the charge is added to the case.

Charge discounts can be applied to charge categories and/or particular charge sheet items when added to cases based on:

• Case Type
• Case Category
• Case Sub-Category
• Country

Users require certain permissions to be able to configure and edit Discounts.

Note: Equinox has two discount functions:

• Charge Discounts (these are applied automatically when charges are created) 
• Billing Discounts (these are applied during the billing process when the invoice is generated)

If you use the Charge Discounts and Billing Discounts in conjunction, the billing discount will be applied on top of any charge discount when the invoice is generated. It is possible to manually disable billing discounts at Step 1 of the billing process. 

For more information on managing charge discounts please see the following sections:

• Create New Charge Discounts
• Charge Discount Priority
• Edit Charge Discounts
• View a Client’s Charge Discounts
• View Charge Discounts Applied to a Case
• View Discounts Applied to a Charge
• Disable Automatic Recalculation of Charge Discounts