How do I create and apply a service product discount

This article will walk you through how to create a service product discount and apply it to an invoice in moxie Suite.

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Creating a service product discount

Applying a service product discount

Loom video

 

💡Tip - Service product discounts are helpful when creating discounts for specific service products.  

E.g., New client special: first 20 units of Botox are $4 off. 

Creating a service product discount

1. Log in to your Moxie Suite account using this link.

2. Within Global Nav on the left hand side, click SettingsDiscounts & fees

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3. Then click on Discounts

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4. On the Discounts page click on the purple + Add a discount button.

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5. You'll now be able to select a discount type on the pop up. Select Service Product > Next to proceed with creating this discount type.

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6. On the Create service product discount page:

    • Enter a name for your discount
    • Click the purple + Add a service product button
      • On the Select products page select one or multiple products > Save
    • Select either Amount off or Percent off
    • Enter a value for the discount
    • Confirm if the discount should be applied to a specific number of units
      • If yes, toggle this on and enter # of units, otherwise leave off. 
    • Click the Purple Add button to create the discount. 

In the below example we are creating a $4 off first 20 units of Botox as a new client special. 
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7. The discount will be available on your discounts page under the Services products discounts section. Let's move on to applying the discount to an invoice. 

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Applying a service product 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. 

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9. On the Add a discount page find the Service Product discount you created > Select it > click on the purple Save button in the top right corner. 

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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

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Ta da 🎉! You've created a service product discount and successfully applied it to an invoice. 

Watch the video below on how to create discounts and apply it to an invoice below.