This article outlines how to amend charge discount rules after they have been created:


  1. Go to the Finance tab > Select Discounts
  2. Click on the discount type (Case/Client/Client&Applicant/Client Profile)
  3. Type the case code/client/client and applicant/client profile that the discount is applied to
  4. Click ‘Go’

This will display the Blocks and Rules currently set up for the charge discounts.

Note:
- Client specific charge discounts can also be viewed in the Address Book. See ‘View a Client’s Charge Discounts’.

- Case specific charge discounts can also be view on the Summary tab of the case.


Please see the sections below for more information:

  • Update Discount Blocks (these are the filters that determine which cases are eligible for the discount)
  • Update Discount Rules (these are the discount information that determines how the discount will be applied to the charge)

Update Discount Blocks 

 

Add A New Discount Block

  1. Click ‘Add Block’ in the top right corner
  2. See ‘Create New Charge Discounts’ for more information


Edit a Discount Block’s filters

  1. Click ‘Edit Filter’ on the left next to the filter details
  2. Amend the drop down lists as necessary
  3. Click ‘Update’ to save the changes or ‘Cancel’ to discard the changes


Delete a Discount Block

  1. Click the ‘Delete’ button in top right hand corner of the Block
  2. The Block and any Rules within the Block will be deleted immediately


Note: Once deleted, the Block is permanently removed from the Charge Discounts. It is not possible to reverse this action.

 

Update Discount Rules

 


Add a New Discount Rule

  1. Choose a discount rule
  2. Click ‘Add Category’ to create a discount based on the charge category (Time/Fixed/Cost) OR Click ‘Add Charge Sheet Item’ to create a discount based on a charge that is saved in your system (select the name of the charge sheet item)


Edit a Discount Rule

  1. Click ‘Edit’ on the right of the rule information
  2. Amend the ‘Applies to’ field and the discount amount/type
  3. Click ‘Update’ to save the changes or ‘Cancel’ to discard the changes


Delete a Discount Rule

  1. Click ‘Delete’ on the right of the rule details
  2. The discount rule will be deleted immediately


Note: Once deleted, the Rule is permanently removed from the Block. It is not possible to reverse this action.


See 'Create New Charge Discounts' for more information.