How do I create and apply an entire purchase discount

This article will walk you through how to create an entire purchase discount and apply it to an invoice in moxie Suite.

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Creating an entire purchase discount

Applying an entire purchase discount

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💡Tip - Entire purchase discounts are helpful when wanting to create a discount that applies to the whole purchase. An example would be a monthly $ or % off your visit promo. 

Creating an entire purchase 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 Entire purchase > Next to proceed with creating this discount type.

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6. On the Create entire purchase discount page:

    • Enter a name for your discount
    • 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 10% entire order discount. 
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7. The discount will be available on your discounts page. Let's move on to applying the discount to an invoice. 

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Applying an entire purchase 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 entire purchase 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 an entire purchase discount and successfully applied it to an invoice. 

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