This article will walk you through how to create a service menu item discount and apply it to an invoice in moxie Suite.
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Creating a service menu item discount
Applying a service menu item discount
💡Tip - Service menu item discounts are helpful when creating service(s) discounts for specific services. An example would be a neuromodulator and filler service combo discount.
Creating a service menu item discount
1. Log in to your Moxie Suite account using this link.
2. Within the Global Nav on the left hand side click Settings > Discounts & fees.
3. Then click on Discounts.
4. On the Discounts page click on the purple + Add a discount button.
5. You'll now be able to select a discount type on the pop up. Select Service Menu Item > Next to proceed with creating this discount type.
6. On the Create service menu item discount page:
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- Enter a name for your discount
- Click the purple + Add a service menu item button
- On the Select services page select one or multiple services > Save
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- Select either Amount off or Percent off
- Enter a value for the discount
- Click the Purple Add button to create the discount.
In the below example we are creating a $500 discount for a botox and filler combo deal.
❗Important - The image above illustrates that when applying a multiple service discount, it is applied to each service individually. Therefore, divide the total discount amount among the services. E.g., if offering $500 off when booking two specific services, the discount entered should be $250.
7. The discount will be available on your discounts page under the Services menu items discounts section. Let's move on to applying the discount to an invoice.
Applying a service menu item discount
❗Need help creating an invoice? Follow along with this article
8. On the Summary page of an appointment you'll have the ability to add a discount. Scroll down until you see the Discounts section and click on the purple + Add a discount.
9. On the Add a discount page find the Service Menu discount you created > Select it > click on the purple Save button in the top right corner.
10. You'll be brought back to the Summary page. Scroll back to Discounts to verify the discount has been applied > click Create an invoice button on the bottom of your screen to complete the appointment and proceed with accepting payment as outlined in this article.
Ta da 🎉! You've created a service menu item discount and successfully applied it to an invoice.
Watch the video below on how to create discounts and apply it to an invoice below.