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Discounts & Taxes

The platform gives you fine-grained control over discounts and tax calculations. Discounts are applied per line item on invoices and quotations, while taxes are configured once at the clinic level and applied automatically to every financial document.

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Discounts

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How discounts work

Discounts in the platform are applied at the line-item level — each line item on an invoice or quotation can have its own discount. There is no separate “invoice-level discount” field; instead, the total discount shown on the document is the sum of all individual line-item discounts.

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Discount types

Percentage discount

A percentage off the line item’s total (unit price x quantity). For example, 10% off a line item totaling PKR 5,000 gives a discount of PKR 500.

Fixed discount

A flat amount deducted from the line item’s total. For example, PKR 200 off regardless of the line item quantity or price.

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Applying a discount

When creating or editing an invoice or quotation:
  1. Click the discount option on the line item you want to discount.
  2. Choose Percentage or Fixed.
  3. Enter the discount value.
  4. The line item total updates immediately to reflect the discounted amount.
To offer a blanket discount on the entire document, apply the same percentage discount to every line item. This achieves the same effect as an invoice-level discount while keeping the per-item audit trail.

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Where discounts appear

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Taxes

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Configuring your VAT rate

Tax settings are configured at the clinic level and apply to all financial documents.
Admin only — only admins can configure tax settings. All billing staff (admins, doctors, and receptionists with billing permission) can see the applied tax amounts on documents they create or view.

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Tax calculation formula

Tax is calculated after discounts are applied:
For example, if your subtotal is PKR 10,000, total discounts are PKR 1,000, and your VAT rate is 17%:
The final total becomes:

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Where tax appears

Tax is shown as a separate line on all financial documents:

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Discounts and taxes together

When both discounts and taxes apply, the calculation order is:
Here is a complete example:
The platform applies a single VAT rate to the entire document. If you need to handle different tax rates, you would need to create separate invoices for differently-taxed services.
Yes. Even with auto-apply enabled, you can remove the tax from an individual invoice or quotation before saving it. This is useful for tax-exempt patients or services.
No. Changing the VAT rate only affects documents created after the change. Existing invoices and quotations retain the tax amount that was calculated at the time of creation.
Your National Tax Number appears in the header or footer of invoice and quotation PDFs, depending on your clinic’s branding template. It is not shown on screen views.