13.1. Deducting From a Pot of Funds

Applying Subsidies That Pull From Grant or Donation Funds.

A subsidy, also referred to as a discount, can be applied to line items on an appointment to change the price, pull money from a grant, or bill a third party.
This section explains how to apply discounts that pull from a pot of funds such as grants or client donations.

Set Up Your Funding Partnership.

The first step is to establish a funding partnership.
This is where your funds are logged.

Your Clinic HQ administrator may have already set up default funding partnerships, such as a General Donations fund.
Learn how to set up a pre-paid funding partnership here:
HERE

Create a Subsidy.

A subsidy is the tool used to discount an item.
Each subsidy must be assigned an associated funding partnership.

For example, your clinic may have a general donation pot that clients can contribute to.
Those funds can then be used to discount spay surgeries through a Spay It Forward subsidy.
In this scenario, the donation pot is the funding partnership, and Spay It Forward is the subsidy.

Learn how to set up a subsidy here:
HERE

Apply the Discount or Subsidy.

When a discount is applied, a subsidy is selected and used to change prices and determine who owes what.

1. Navigate to Checkout.
2. Open the Appointment.
3. View Services.
4. Click the green Discount button next to the appropriate line item.

#_ Review the list of active subsidies.

1. Select the subsidy you want to use.
2. Click Apply to update the service price.

On the Financial tab in Checkout, the subsidized amount appears in the Discount column.

Important Subsidy Rules.

• Only one subsidy discount can be applied per line item.
• The Client Discount amount is how much is deducted from their bill.
• The Pot Deduct amount (also called Deduction Amount) is how much is used from the funding pot.

If your clinic needs to apply more than one subsidy to a single item, review the setup instructions here:
HERE