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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

DocumentDiscount shown?
Invoice (on screen)Per-item and total discount
Invoice PDFPer-item breakdown and total discount
Quotation (on screen)Per-item and total discount
Quotation PDFPer-item breakdown and total discount
Receipt PDFDiscounts from the original invoice are reflected in line items

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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.
1
Open tax settings
2
Navigate to Clinic Settings > Document Settings > Tax.
3
Enter your VAT rate
4
Set the VAT rate as a percentage (e.g., 17 for 17% VAT). This rate will be used in all tax calculations.
5
Enter your NTN (optional)
6
If your clinic is registered for tax purposes, enter your National Tax Number (NTN). This number appears on invoices and quotation PDFs for compliance.
7
Enable auto-apply
8
Toggle the Auto-apply tax switch to control whether VAT is automatically calculated on every new invoice and quotation.
9
  • Enabled — VAT is calculated and added automatically whenever you create a new invoice or quotation.
  • Disabled — invoices and quotations are created without tax. You can still apply tax manually on individual documents if needed.
    • 10
    Save
    11
    Click Save to apply your tax settings.
    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: 
    Tax = (Subtotal - Total Discount) x VAT Rate / 100
    For example, if your subtotal is PKR 10,000, total discounts are PKR 1,000, and your VAT rate is 17%: 
    Tax = (10,000 - 1,000) x 17 / 100 = PKR 1,530
    The final total becomes: 
    Total = Subtotal - Total Discount + Tax
Total = 10,000 - 1,000 + 1,530 = PKR 10,530

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    Where tax appears

    Tax is shown as a separate line on all financial documents:
    SurfaceTax display
    Invoice (on screen)Separate tax line below subtotal and discount
    Invoice PDFItemized: subtotal, discount, tax, total
    Quotation (on screen)Separate tax line below subtotal and discount
    Quotation PDFItemized: subtotal, discount, tax, total
    Receipt PDFTax from the original invoice is reflected
    Installment planTax is included in the grand total and distributed across terms

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    Discounts and taxes together

    When both discounts and taxes apply, the calculation order is:
    1
    Calculate subtotal
    2
    Sum of all line items (quantity x unit price for each).
    3
    Apply discounts
    4
    Subtract each line item’s discount to get the discounted subtotal.
    5
    Calculate tax
    6
    Apply the VAT rate to the discounted subtotal.
    7
    Calculate total
    8
    Discounted subtotal plus tax equals the final amount.
    Here is a complete example:
    Amount
    Line item 1: 2x PKR 3,000PKR 6,000
    Line item 2: 1x PKR 4,000PKR 4,000
    SubtotalPKR 10,000
    Discount on item 1: 10%-PKR 600
    Discount on item 2: PKR 500 fixed-PKR 500
    Total Discount-PKR 1,100
    Discounted SubtotalPKR 8,900
    Tax (17% VAT)+PKR 1,513
    Grand TotalPKR 10,413
    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.