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signatures.",{"title":486,"path":487,"stem":488,"icon":15,"description":489,"color":15},"Prescription Labels","\u002Fsettings\u002Fprescription-labels","08.settings\u002F14.prescription-labels","Supported label printers for prescription labels: Zebra and Dymo setup.",{"title":491,"path":492,"stem":493,"icon":15,"description":494,"color":15},"Microchip Preferences","\u002Fsettings\u002Fmicrochip-preferences","08.settings\u002F15.microchip-preferences","Configure microchip integration preferences and auto-registration partners.",{"title":496,"path":497,"stem":498,"icon":15,"description":499,"color":15},"Capacity Management","\u002Fsettings\u002Fcapacity-management","08.settings\u002F16.capacity-management","Set daily spay\u002Fneuter capacity limits by species, sex, and weight.",{"title":501,"path":502,"stem":503,"icon":15,"description":504,"color":15},"Wellness Settings","\u002Fsettings\u002Fwellness-settings","08.settings\u002F17.wellness-settings","Set up wellness rooms, appointment types, and scheduling preferences.",{"title":506,"path":507,"stem":508,"icon":15,"description":509,"color":15},"Templates Settings","\u002Fsettings\u002Ftemplates-settings","08.settings\u002F18.templates-settings","Upload custom clinic forms with merge fields for auto-populated data.",{"title":511,"path":512,"stem":513,"icon":15,"description":514,"color":15},"E-Appointments","\u002Fsettings\u002Fe-appointments","08.settings\u002F19.e-appointments","Set up online appointment booking for clients via E-Appointments.",{"title":516,"path":517,"stem":518,"icon":15,"description":519,"color":15},"E-Payments","\u002Fsettings\u002Fe-payments","08.settings\u002F20.e-payments","Enable online payments by connecting your MP Group merchant account.",{"title":521,"path":522,"stem":523,"icon":15,"description":524,"color":15},"Mobile Location Settings","\u002Fsettings\u002Fmobile-location-settings","08.settings\u002F21.mobile-location-settings","Configure mobile clinic locations and schedules in HQ settings.",{"title":526,"path":527,"stem":528,"icon":15,"description":529,"color":15},"Confirmations and Reminders","\u002Fsettings\u002Fconfirmations-and-reminders","08.settings\u002F22.confirmations-and-reminders","Configure automated confirmation and reminder settings for all appointments.",{"title":531,"path":532,"stem":533,"icon":15,"description":534,"color":15},"Medical Records Request","\u002Fsettings\u002Fmedical-records-request","08.settings\u002F23.medical-records-request","Share your clinic medical record request form link with clients.",{"title":536,"path":537,"stem":538,"icon":15,"description":539,"color":15},"Email Attachments","\u002Fsettings\u002Femail-attachments","08.settings\u002F24.email-attachments","Attach documents like aftercare PDFs to confirmation or reminder emails.",{"title":541,"path":542,"stem":543,"icon":15,"description":544,"color":15},"Call & Text Add On","\u002Fsettings\u002Fcall-text-add-on","08.settings\u002F25.call-text-add-on","Set up text and robo-call reminders with the Call and Text add-on.",{"title":546,"path":547,"stem":548,"icon":15,"description":549,"color":15},"e-Lobby","\u002Fsettings\u002Fe-lobby","08.settings\u002F26.e-lobby","Configure auto-response messages for E-Lobby client communications.",{"title":551,"path":552,"stem":553,"icon":15,"description":554,"color":15},"Invoices","\u002Fsettings\u002Finvoices","08.settings\u002F27.invoices","Customize the email template sent with volume client invoices.",{"title":556,"path":557,"stem":558,"icon":15,"description":559,"color":15},"Donations","\u002Fsettings\u002Fdonations-campaigns","08.settings\u002F28.donations-campaigns","Set up donation campaigns and embed widgets for online giving.",{"title":561,"path":562,"stem":563,"icon":15,"description":564,"color":15},"Funding Partnerships","\u002Fsettings\u002Ffunding-partnerships","08.settings\u002F29.funding-partnerships","Create funding partnerships as a prerequisite for subsidy setup.",{"title":566,"path":567,"stem":568,"icon":15,"description":569,"color":15},"Subsidy Settings","\u002Fsettings\u002Fsubsidy-settings","08.settings\u002F30.subsidy-settings","Create and configure subsidy settings with funding partnerships.",{"title":571,"path":572,"stem":573,"icon":15,"description":574,"color":15},"Grantors","\u002Fsettings\u002Fgrantors","08.settings\u002F31.grantors","Set up grantors to track the source of every donation in HQ.",{"title":576,"path":577,"stem":578,"icon":15,"description":579,"color":15},"VC Custom Pricing","\u002Fsettings\u002Fvc-custom-pricing","08.settings\u002F32.vc-custom-pricing","Override standard pricing for individual volume clients on specific items.",{"title":581,"path":582,"stem":583,"icon":15,"description":584,"color":15},"Tax Info","\u002Fsettings\u002Ftax-info","08.settings\u002F33.tax-info","Configure tax categories and rates for taxable clinic items.",{"title":586,"path":587,"stem":588,"icon":15,"description":589,"color":15},"QuickBooks","\u002Fsettings\u002Fquickbooks","08.settings\u002F34.quickbooks","Map QuickBooks codes to HQ services and products for accounting sync.",{"title":591,"path":592,"stem":593,"icon":15,"description":594,"color":15},"Chat Settings","\u002Fsettings\u002Fchat-settings","08.settings\u002F35.chat-settings","Enable instant messaging between your clinic and volume client Portal users.",{"title":596,"path":597,"stem":598,"icon":15,"description":599,"color":15},"OneLink E-Appointments (Multi-Clinic Only)","\u002Fsettings\u002Fone-link","08.settings\u002F36.one-link","OneLink: a single E-Appointment booking link for multi-clinic organizations.",{"title":601,"path":602,"stem":603,"icon":15,"description":604,"color":15},"VCP Settings","\u002Fsettings\u002Fvcp-settings","08.settings\u002F37.vcp-settings","Control volume client Portal permissions and required fields.",{"title":606,"path":607,"stem":608,"icon":15,"description":609,"color":15},"Inventory","\u002Fsettings\u002Finventory","08.settings\u002F38.inventory","Track inventory through HQ custom reports since there is no built-in system.",{"title":611,"icon":612,"description":613,"color":614,"path":615,"stem":616,"children":617},"Resources & Perks","i-lucide-gift","Explore resources, tools, and perks available to your clinic.","text-rose-500","\u002Fresources-and-perks","09.resources-and-perks",[618,622,627,632,637],{"title":619,"path":615,"stem":620,"icon":15,"description":621,"color":15},"Overview","09.resources-and-perks\u002Findex","Explore HQ's top tools, downloadable templates, exclusive clinic perks, and discounted credit card processing options.",{"title":623,"path":624,"stem":625,"icon":15,"description":626,"color":15},"Top Tools","\u002Fresources-and-perks\u002Ftop-tools","09.resources-and-perks\u002F01.top-tools","Quick video overviews of HQ's most powerful features, including online scheduling, e-Pay, consent forms, patient flow, grant management, and more.",{"title":628,"path":629,"stem":630,"icon":15,"description":631,"color":15},"Templates & Resources","\u002Fresources-and-perks\u002Ftemplates-and-resources-copy","09.resources-and-perks\u002F02.templates-and-resources copy","Download ready-to-use HQ templates for consent forms, aftercare instructions, cage cards, curbside check-in flyers, and other clinic documents.",{"title":633,"path":634,"stem":635,"icon":15,"description":636,"color":15},"Perks","\u002Fresources-and-perks\u002Fperks","09.resources-and-perks\u002F03.perks","Exclusive benefits available to HQ clinics, including discounted credit card processing, microchips, vet supplies, text messaging, surgical packs, and volunteer opportunities.",{"title":256,"path":638,"stem":639,"icon":15,"description":640,"color":15},"\u002Fresources-and-perks\u002Fcredit-cards","09.resources-and-perks\u002F04.credit-cards","Learn about HQ's discounted interchange-plus credit card processing rates, supported hardware, and how to get a savings quote for your clinic.",{"id":642,"title":189,"body":643,"color":15,"description":192,"extension":1868,"icon":15,"links":15,"meta":1869,"navigation":1870,"path":190,"seo":1871,"sitemap":1872,"stem":191,"__hash__":1874},"docs\u002F04.in-depth\u002F07.discounts.md",{"type":644,"value":645,"toc":1856},"minimark",[646,653,656,659,664,667,670,672,676,683,691,694,700,706,716,718,722,757,762,768,777,781,786,791,797,799,803,809,818,820,824,830,839,845,847,851,854,898,908,910,914,926,931,935,940,944,947,949,953,962,965,973,975,978,989,991,995,1016,1020,1023,1028,1039,1041,1045,1048,1051,1077,1085,1089,1094,1098,1104,1106,1110,1115,1161,1166,1171,1192,1194,1198,1201,1239,1250,1252,1256,1270,1275,1279,1283,1289,1301,1307,1309,1313,1318,1321,1359,1364,1368,1374,1442,1445,1447,1451,1454,1458,1487,1491,1546,1550,1564,1566,1570,1573,1586,1589,1604,1609,1614,1618,1623,1627,1630,1632,1636,1639,1642,1655,1658,1661,1663,1667,1670,1673,1681,1684,1686,1690,1693,1696,1717,1719,1723,1726,1729,1757,1762,1764,1768,1771,1774,1799,1805,1807,1811,1817,1823,1826,1844,1846,1850,1853],[647,648,649],"p",{},[650,651],"img",{"alt":145,"src":652},"\u002Fimages\u002F04-in-depth\u002F720-1920-x-225-px-1920-x-320-px-2025-05-05t161429-595.png",[647,654,655],{},"A subsidy, also referred to as a discount, can be applied to line items on an appointment to change pricing, pull funds from a grant, or bill a third party.",[657,658],"hr",{},[660,661,663],"h2",{"id":662},"what-is-a-subsidy","What Is a Subsidy.",[647,665,666],{},"The words Subsidy and Discount are often used interchangeably.",[647,668,669],{},"A subsidy is how you apply money from a funding partnership to an appointment. A subsidy may originate from an in-house discount, a voucher issued by an outside organization, or a grant awarded to your clinic.",[657,671],{},[660,673,675],{"id":674},"how-subsidies-work","How Subsidies Work.",[647,677,678,679,682],{},"Read how to create a subsidy in the Settings section of the manual: ",[680,681],"br",{}," Subsidy Settings(\u002Fhq-settings\u002Fsubsidy-settings)",[647,684,685,686,690],{},"After a subsidy has been created, it can be applied to services and products on an appointment using the ",[687,688,689],"strong",{},"Discount"," button. This can be done when scheduling an appointment internally, when approving an online request, or on the day of the appointment.",[647,692,693],{},"When applied to a line item, the subsidy adjusts the price based on the Client Discount amount.",[647,695,696,697,699],{},"If the subsidy is linked to an invoiced partnership, the cost of the line item is transferred to the associated volume client. ",[680,698],{},"\nThat volume client can be invoiced once the appointment is checked out.",[647,701,702,703,705],{},"If the subsidy is linked to a pre-paid partnership, the preset amount is pulled from the grant or donation balance. ",[680,704],{},"\nThe funds remain in a pending state until the appointment is checked out.",[647,707,708,709,711,712],{},"Reports can be generated to track available funds from pre-paid grants. ",[680,710],{},"\nFor current balances that account for pending subsidies, review the ",[713,714,715],"a",{"href":349},"Subsidies Summary Report",[657,717],{},[660,719,721],{"id":720},"using-a-subsidy-discount","Using a Subsidy Discount.",[723,724,725,729,735,744,747,750],"ol",{},[726,727,728],"li",{},"View the services listed on an animal’s appointment.",[726,730,731,732,734],{},"Locate the green ",[687,733,689],{}," button next to the appropriate service line item.",[726,736,737,738,740,741],{},"Click the ",[687,739,689],{}," button to begin applying a subsidy.\n",[650,742],{"alt":145,"src":743},"\u002Fimages\u002F04-in-depth\u002Fapply-subsidy-discount.png",[726,745,746],{},"Review the list of available subsidies.",[726,748,749],{},"Select the appropriate subsidy.",[726,751,752,753,756],{},"Click ",[687,754,755],{},"Apply"," to update the service price.",[647,758,759],{},[650,760],{"alt":145,"src":761},"\u002Fimages\u002F04-in-depth\u002Fapply-the-subsidy.png",[647,763,764,765,767],{},"Each service line item may have its own subsidy applied. ",[680,766],{},"\nDifferent subsidies can be used across services within the same appointment, such as applying one grant to a spay or neuter and another subsidy to a vaccine.",[647,769,770,771,773,774],{},"❌ Caution: Only one subsidy may be applied per line item. ",[680,772],{},"\nIf your clinic needs to apply more than one subsidy to a single service, follow the instructions here: ",[713,775,776],{"href":567},"Using Two Subsidies on One Item",[660,778,780],{"id":779},"deducting-from-a-pot-of-funds","Deducting From a Pot of Funds",[647,782,783],{},[650,784],{"alt":145,"src":785},"\u002Fimages\u002F04-in-depth\u002F720-1920-x-225-px-1920-x-320-px-2025-05-05t161649-678.png",[787,788,790],"h3",{"id":789},"applying-subsidies-that-pull-from-grant-or-donation-funds","Applying Subsidies That Pull From Grant or Donation Funds.",[647,792,793,794,796],{},"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. ",[680,795],{},"\nThis section explains how to apply discounts that pull from a pot of funds such as grants or client donations.",[657,798],{},[787,800,802],{"id":801},"set-up-your-funding-partnership","Set Up Your Funding Partnership.",[647,804,805,806,808],{},"The first step is to establish a funding partnership. ",[680,807],{},"\nThis is where your funds are logged.",[647,810,811,812,814,815,817],{},"Your Clinic HQ administrator may have already set up default funding partnerships, such as a General Donations fund. ",[680,813],{},"\nLearn how to set up a pre-paid funding partnership here: ",[680,816],{}," HERE(\u002Fhq-settings\u002Ffunding-partnerships)",[657,819],{},[787,821,823],{"id":822},"create-a-subsidy","Create a Subsidy.",[647,825,826,827,829],{},"A subsidy is the tool used to discount an item. ",[680,828],{},"\nEach subsidy must be assigned an associated funding partnership.",[647,831,832,833,835,836,838],{},"For example, your clinic may have a general donation pot that clients can contribute to. ",[680,834],{},"\nThose funds can then be used to discount spay surgeries through a Spay It Forward subsidy. ",[680,837],{},"\nIn this scenario, the donation pot is the funding partnership, and Spay It Forward is the subsidy.",[647,840,841,842,844],{},"Learn how to set up a subsidy here: ",[680,843],{}," HERE(\u002Fhq-settings\u002Fsubsidy-settings)",[657,846],{},[787,848,850],{"id":849},"apply-the-discount-or-subsidy","Apply the Discount or Subsidy.",[647,852,853],{},"When a discount is applied, a subsidy is selected and used to change prices and determine who owes what.",[723,855,856,863,869,875,884,887,890],{},[726,857,858,859,862],{},"Navigate to ",[687,860,861],{},"Checkout",".",[726,864,865,866,862],{},"Open the ",[687,867,868],{},"Appointment",[726,870,871,872,862],{},"View ",[687,873,874],{},"Services",[726,876,877,878,880,881],{},"Click the green ",[687,879,689],{}," button next to the appropriate line item.\n",[650,882],{"alt":145,"src":883},"\u002Fimages\u002F04-in-depth\u002Fapply-discount.png",[726,885,886],{},"Review the list of active subsidies.",[726,888,889],{},"Select the subsidy you want to use.",[726,891,752,892,894,895],{},[687,893,755],{}," to update the service price.\n",[650,896],{"alt":145,"src":897},"\u002Fimages\u002F04-in-depth\u002Fapplied-subsidy.png",[647,899,900,901,904,905,907],{},"On the ",[687,902,903],{},"Financial"," tab in ",[687,906,861],{},", the subsidized amount appears in the Discount column.",[657,909],{},[787,911,913],{"id":912},"important-subsidy-rules","Important Subsidy Rules.",[915,916,917,920,923],"ul",{},[726,918,919],{},"Only one subsidy discount can be applied per line item.",[726,921,922],{},"The Client Discount amount is how much is deducted from their bill.",[726,924,925],{},"The Pot Deduct amount (also called Deduction Amount) is how much is used from the funding pot.",[647,927,928,929,844],{},"If your clinic needs to apply more than one subsidy to a single item, review the setup instructions here: ",[680,930],{},[660,932,934],{"id":933},"deducting-when-youll-invoice","Deducting When You'll Invoice",[647,936,937],{},[650,938],{"alt":145,"src":939},"\u002Fimages\u002F04-in-depth\u002F720-1920-x-225-px-1920-x-320-px-2025-05-05t162037-802.png",[787,941,943],{"id":942},"invoiced-subsidies-overview","Invoiced Subsidies Overview.",[647,945,946],{},"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 when you'll need to invoice a third party to cover the bill.",[657,948],{},[787,950,952],{"id":951},"when-to-use-invoiced-subsidies","When to Use Invoiced Subsidies.",[647,954,955,956,958,959,862],{},"An invoiced subsidy is used to discount services for the client and divert payment to another entity.\nThe associated funding partnership must be an invoiced partnership. ",[680,957],{},"\nLearn how to set up the funding partnership ",[713,960,961],{"href":562},"HERE",[647,963,964],{},"Two common uses of invoiced subsidies are voucher programs and volume clients paying on behalf of public clients.",[647,966,967,968,970,971,862],{},"If vouchers are prepaid by an organization, use a subsidy that draws down from a pot of funds instead. ",[680,969],{},"\nLearn more ",[713,972,961],{"href":190},[657,974],{},[787,976,823],{"id":977},"create-a-subsidy-1",[647,979,980,981,983,984,986,987,862],{},"First, create the funding partnership the subsidy will be associated with. ",[680,982],{},"\nNext, create the subsidy itself. ",[680,985],{},"\nThe Client Discount reflects how much is taken off the bill for the client in front of you.\nThe Invoiced Amount reflects how much will be billed to the third party organization.\nLearn how to configure subsidy settings ",[713,988,961],{"href":567},[657,990],{},[787,992,994],{"id":993},"apply-the-discount","Apply the Discount.",[723,996,997,1009,1011],{},[726,998,877,999,1001,1002,1004,1005,1004,1007,862],{},[687,1000,689],{}," button next to the service in ",[687,1003,861],{}," > ",[687,1006,868],{},[687,1008,874],{},[726,1010,886],{},[726,1012,1013,1014,862],{},"Select the appropriate subsidy and click ",[687,1015,755],{},[647,1017,1018],{},[650,1019],{"alt":145,"src":883},[647,1021,1022],{},"Here is an example of an applied invoiced subsidy.",[647,1024,1025],{},[650,1026],{"alt":145,"src":1027},"\u002Fimages\u002F04-in-depth\u002Finvoiced-subsidy.png",[647,1029,1030,1031,1033,1034,1036,1037,862],{},"The Client Discount shows how much is deducted from the client’s bill. ",[680,1032],{},"\nThe subsidized amount also appears in the Discount column on the ",[687,1035,903],{}," tab of ",[687,1038,861],{},[657,1040],{},[787,1042,1044],{"id":1043},"generate-the-invoice","Generate the Invoice.",[647,1046,1047],{},"Once an appointment with an invoiced subsidy is checked out, the volume client can be billed.",[647,1049,1050],{},"❌ Caution: Verify all charges carefully before generating invoices, as correcting billing errors can be time-consuming.",[723,1052,1053,1058,1064,1069,1072],{},[726,1054,1055,1056,862],{},"Go to ",[687,1057,219],{},[726,1059,1060,1061,862],{},"Select ",[687,1062,1063],{},"Volume Clients",[726,1065,1060,1066,862],{},[687,1067,1068],{},"Bill",[726,1070,1071],{},"Tick the charges to be billed.",[726,1073,752,1074,862],{},[687,1075,1076],{},"Generate Invoices",[647,1078,1079,1080,1082,1083,862],{},"❌ Caution: Only one discount or subsidy can be applied per line item. ",[680,1081],{},"\nIf more than one subsidy is required for a single item, review the setup instructions ",[713,1084,961],{"href":567},[660,1086,1088],{"id":1087},"employee-discounts","Employee Discounts",[647,1090,1091],{},[650,1092],{"alt":145,"src":1093},"\u002Fimages\u002F04-in-depth\u002F720-1920-x-225-px-1920-x-320-px-2025-05-05t162548-505.png",[787,1095,1097],{"id":1096},"how-to-create-in-house-discounts","How To Create In-House Discounts",[647,1099,1100,1101,1103],{},"An in-house discount is a type of subsidy that is applied to services without using grant funding or invoicing a third party. ",[680,1102],{},"\nCommon examples include employee discounts, military discounts, or in-house shelter discounts.",[657,1105],{},[787,1107,1109],{"id":1108},"setting-up-an-in-house-discount","Setting Up an In-House Discount.",[647,1111,1112],{},[687,1113,1114],{},"Creating the Funding Partnership:",[723,1116,1117,1122,1126,1131,1134,1139,1145,1148,1155],{},[726,1118,1119,1120,862],{},"Open ",[687,1121,409],{},[726,1123,1060,1124,862],{},[687,1125,561],{},[726,1127,1060,1128,862],{},[687,1129,1130],{},"Create New Partnership",[726,1132,1133],{},"Create a pre-paid funding partnership titled with your clinic name.",[726,1135,752,1136,862],{},[687,1137,1138],{},"Save",[726,1140,1141,1142,862],{},"Edit the partnership and select ",[687,1143,1144],{},"Adjust Grant",[726,1146,1147],{},"Enter $1 in the add or subtract amount field.",[726,1149,1150,1151,1154],{},"Enter ",[687,1152,1153],{},"Pot Activation"," in the transaction description field.",[726,1156,1060,1157,1160],{},[687,1158,1159],{},"No"," for including the amount in financial reports. This amount is not recorded in reconciliation since no money was collected.",[915,1162,1163],{},[726,1164,1165],{},"Note: This one dollar will never be added to or removed. The presence of this amount activates the funding pot. If the pot balance is zero, the system will not allow the subsidy discount to be applied to services.",[647,1167,1168],{},[687,1169,1170],{},"Creating the Subsidy:",[723,1172,1173,1177,1182,1185,1188],{},[726,1174,1119,1175,862],{},[687,1176,246],{},[726,1178,1060,1179,862],{},[687,1180,1181],{},"Create New Subsidy",[726,1183,1184],{},"Enter the discount name as the subsidy title, such as Employee Discount or Military Discount.",[726,1186,1187],{},"Link the subsidy to the funding partnership you just created.",[726,1189,752,1190,862],{},[687,1191,1138],{},[657,1193],{},[787,1195,1197],{"id":1196},"configuring-discounted-items","Configuring Discounted Items.",[647,1199,1200],{},"After saving the subsidy, configure the services it will discount.",[723,1202,1203,1209,1216,1219,1226,1233,1236],{},[726,1204,865,1205,1208],{},[687,1206,1207],{},"Items the subsidy covers"," tab.",[726,1210,1211,1212,1215],{},"Use only the ",[687,1213,1214],{},"Client Discount"," column.",[726,1217,1218],{},"Enter the discount amount for each applicable service.",[726,1220,1221,1222,1225],{},"Leave ",[687,1223,1224],{},"Pot Deduct"," set to 0.",[726,1227,1228,1229,1232],{},"Leave the ",[687,1230,1231],{},"New Service Price"," field alone.",[726,1234,1235],{},"Click the plus icon to save and activate each discounted item.",[726,1237,1238],{},"Repeat for each service your clinic offers an in-house discount on.",[915,1240,1241,1247],{},[726,1242,1243,1244,1246],{},"Note: Because ",[687,1245,1224],{}," is set to 0, funds will never be added to or removed from the funding partnership pot.",[726,1248,1249],{},"Example: If Cat Spay is $55 and the employee discount is 20 percent, enter a client discount of $11. Percentage-based discounts must be manually calculated for each service. Automated percentage discounts are not currently supported.",[657,1251],{},[787,1253,1255],{"id":1254},"applying-the-discount","Applying the Discount.",[647,1257,1258,1259,1261,1262,1264,1265,1267,1268,862],{},"Edit the appointment services. ",[680,1260],{},"\nNext to each service item, click the green ",[687,1263,689],{}," button. ",[680,1266],{},"\nSelect the in-house discount and click ",[687,1269,755],{},[647,1271,1272],{},[650,1273],{"alt":145,"src":1274},"\u002Fimages\u002F04-in-depth\u002Femployee-discount-subsidy.png",[660,1276,1278],{"id":1277},"multiple-subsidies-for-one-item","Multiple Subsidies for One Item",[787,1280,1282],{"id":1281},"using-multiple-subsidies-on-a-single-line-item","Using Multiple Subsidies on a Single Line Item.",[647,1284,1285,1286,1288],{},"This section explains how to discount a single service using more than one subsidy. ",[680,1287],{},"\nThis scenario is commonly used when one funding partner covers part of a service and your clinic or another partner covers the remaining balance.",[647,1290,1291,1292,1294,1295,1297,1298,1300],{},"Example. ",[680,1293],{},"\nCat Neuter $75. ",[680,1296],{},"\nHumane Society pays $50. ",[680,1299],{},"\nYour clinic or another funding partner pays $25.",[647,1302,1303,1304,1306],{},"❌ Caution: When using multiple subsidies on one item, you must create new subsidies that will only be used in partnership with each other. Changing the ",[687,1305,1231],{}," to zero on an existing subsidy can unintentionally over-discount other clients who are only using a single voucher.",[657,1308],{},[787,1310,1312],{"id":1311},"part-1-first-subsidy-setup","Part 1. First Subsidy Setup.",[1314,1315,1317],"h4",{"id":1316},"set-up-the-funding-partnership","Set Up the Funding Partnership.",[647,1319,1320],{},"❌ Caution: If your clinic already has a funding partnership for this entity, skip this section and proceed directly to setting up the subsidy.",[723,1322,1323,1327,1331,1336,1345,1352,1355],{},[726,1324,1119,1325,862],{},[687,1326,409],{},[726,1328,1060,1329,862],{},[687,1330,561],{},[726,1332,752,1333,862],{},[687,1334,1335],{},"Create Partnership",[726,1337,1060,1338,1341,1342,862],{},[687,1339,1340],{},"Partnership Type"," as ",[687,1343,1344],{},"Invoiced",[726,1346,1347,1348,1351],{},"From the ",[687,1349,1350],{},"Bill to Volume Client"," dropdown, select the appropriate volume client.",[726,1353,1354],{},"Enter a partnership name, typically the same as the volume client name.",[726,1356,752,1357,862],{},[687,1358,1138],{},[647,1360,1361],{},[650,1362],{"alt":145,"src":1363},"\u002Fimages\u002F04-in-depth\u002Finv-funding-partnership.png",[1314,1365,1367],{"id":1366},"set-up-the-first-subsidy","Set Up the First Subsidy.",[647,1369,1370,1371,1373],{},"This subsidy will cover $50 of a $75 cat neuter. ",[680,1372],{},"\nThis subsidy is intentionally created for use with a second subsidy.",[723,1375,1376,1380,1384,1389,1392,1398,1401,1406,1411,1420,1429,1436],{},[726,1377,1119,1378,862],{},[687,1379,409],{},[726,1381,1060,1382,862],{},[687,1383,246],{},[726,1385,752,1386,862],{},[687,1387,1388],{},"Create Subsidy",[726,1390,1391],{},"Enter a subsidy name such as Humane Society Voucher – $50.",[726,1393,1060,1394,1397],{},[687,1395,1396],{},"Associate with Partnership"," and choose the appropriate funding partnership.",[726,1399,1400],{},"Leave restrictions disabled unless required.",[726,1402,752,1403,862],{},[687,1404,1405],{},"Save Subsidy",[726,1407,865,1408,1208],{},[687,1409,1410],{},"Items This Subsidy Covers",[726,1412,752,1413,1416,1417,862],{},[687,1414,1415],{},"Add"," for ",[687,1418,1419],{},"Cat Neuter",[726,1421,1150,1422,1425,1426,1428],{},[687,1423,1424],{},"50"," in the ",[687,1427,1231],{}," column to change the price from $75 to $50.",[726,1430,1150,1431,1425,1433,1215],{},[687,1432,1424],{},[687,1434,1435],{},"Invoiced Amount",[726,1437,1150,1438,1425,1440,1215],{},[687,1439,1424],{},[687,1441,1214],{},[647,1443,1444],{},"When applied, this subsidy changes the surgery price to $50, invoices the Humane Society for $50, and leaves this item with a $0 balance.",[657,1446],{},[787,1448,1450],{"id":1449},"part-2-second-subsidy-setup","Part 2. Second Subsidy Setup.",[647,1452,1453],{},"The second subsidy applies to a separate line item that represents the remaining balance.",[1314,1455,1457],{"id":1456},"enable-the-partial-discount-item","Enable the Partial Discount Item.",[723,1459,1460,1464,1469,1474,1484],{},[726,1461,1119,1462,862],{},[687,1463,409],{},[726,1465,1060,1466,862],{},[687,1467,1468],{},"Services and Products",[726,1470,1060,1471,862],{},[687,1472,1473],{},"Add New Items",[726,1475,1476,1477,1480,1481,862],{},"Search for a partial discount item such as ",[687,1478,1479],{},"Partial Surgery Discount"," or ",[687,1482,1483],{},"2nd Subsidy – Cat Neuter",[726,1485,1486],{},"Enable the item for use.",[1314,1488,1490],{"id":1489},"create-the-second-subsidy","Create the Second Subsidy.",[723,1492,1493,1509,1512,1516,1523,1529,1534,1542],{},[726,1494,1495,1496],{},"If needed, create an additional funding partnership.\n",[915,1497,1498,1501,1506],{},[726,1499,1500],{},"Use a prepaid partnership if a grant covers the remaining cost.",[726,1502,1503,1504,862],{},"Use a prepaid partnership configured like employee discounts if your clinic absorbs the cost. Learn more ",[713,1505,961],{"href":190},[726,1507,1508],{},"Use an invoiced partnership if another organization covers the remaining cost.",[726,1510,1511],{},"Create a new subsidy and associate it with the correct partnership.",[726,1513,865,1514,1208],{},[687,1515,1410],{},[726,1517,1518,1519,1522],{},"Add the ",[687,1520,1521],{},"partial surgery discount"," item.",[726,1524,1525,1526,1528],{},"Set the ",[687,1527,1231],{}," to the remaining amount, such as $25.",[726,1530,1525,1531,1533],{},[687,1532,1214],{}," to $25 so the client pays $0.",[726,1535,1536,1537,1480,1539,1541],{},"Configure ",[687,1538,1224],{},[687,1540,1435],{},". If your clinic absorbs the cost, you will not enter a Pot Deduct amount.",[726,1543,752,1544,862],{},[687,1545,1138],{},[1314,1547,1549],{"id":1548},"applying-the-discounts","Applying the discounts.",[723,1551,1552,1555,1558,1561],{},[726,1553,1554],{},"Apply the first subsidy to the surgery line item, such as Cat Neuter.",[726,1556,1557],{},"Add the partial surgery discount item to their list of services, such as 2nd Subsidy - Cat Neuter.",[726,1559,1560],{},"Apply the second subsidy to the partial discount item.",[726,1562,1563],{},"If you used an invoiced partnership, generate the invoice(s) once the appointment is checked out.",[657,1565],{},[787,1567,1569],{"id":1568},"scenario-with-a-remaining-client-balance","Scenario With a Remaining Client Balance.",[647,1571,1572],{},"If the surgery cost is higher than the combined subsidies, the client may still owe a balance.",[647,1574,1291,1575,1577,1578,1297,1580,1582,1583,1585],{},[680,1576],{},"\nSurgery price $95. ",[680,1579],{},[680,1581],{},"\nClinic covers $25. ",[680,1584],{},"\nClient pays $20.",[647,1587,1588],{},"Your setup will remain the same for the first subsidy. On the second subsidy, enter the New Service Price as what balance remains after the first discount is applied. In this case,",[723,1590,1591,1596,1601],{},[726,1592,1525,1593,1595],{},[687,1594,1231],{}," on the second subsidy to $45.",[726,1597,1525,1598,1600],{},[687,1599,1214],{}," to $25.",[726,1602,1603],{},"The remaining $20 will be due from the client at checkout.",[647,1605,1606],{},[650,1607],{"alt":145,"src":1608},"\u002Fimages\u002F04-in-depth\u002Fcombined-vouchers.png",[647,1610,1611],{},[650,1612],{"alt":145,"src":1613},"\u002Fimages\u002F04-in-depth\u002Fsubsidy-remaining-balance.png",[660,1615,1617],{"id":1616},"troubleshooting-subsidies","Troubleshooting Subsidies",[647,1619,1620],{},[650,1621],{"alt":145,"src":1622},"\u002Fimages\u002F04-in-depth\u002F720-1920-x-225-px-1920-x-320-px-2025-05-05t162911-441.png",[787,1624,1626],{"id":1625},"subsidies-not-showing-up","Subsidies Not Showing Up",[647,1628,1629],{},"There are four common reasons why a subsidy may not appear when you attempt to apply it.",[657,1631],{},[787,1633,1635],{"id":1634},"no-funds-available-in-the-funding-partnership","No Funds Available in the Funding Partnership",[647,1637,1638],{},"If there are no funds available in the associated funding partnership, the subsidy will not be offered.",[647,1640,1641],{},"To check the balance:",[723,1643,1644,1648,1652],{},[726,1645,1119,1646,862],{},[687,1647,409],{},[726,1649,1060,1650,862],{},[687,1651,561],{},[726,1653,1654],{},"Review the balance for the associated partnership.",[647,1656,1657],{},"If the balance is zero, the subsidy will not appear. Add funds to the partnership to resolve the issue.",[647,1659,1660],{},"This rule also applies to subsidy discounts where no money is deducted from the pot. In all cases, the funding partnership must have a balance greater than $0 for the subsidy to be available.",[657,1662],{},[787,1664,1666],{"id":1665},"subsidy-restrictions-are-not-met","Subsidy Restrictions Are Not Met",[647,1668,1669],{},"Subsidies may include restrictions such as species, breed, or address requirements.",[647,1671,1672],{},"If any restriction is not met, the subsidy will not appear. For example:",[915,1674,1675,1678],{},[726,1676,1677],{},"The subsidy is restricted to pit bulls, but the animal is listed as a bulldog.",[726,1679,1680],{},"The client address is incomplete or does not meet the subsidy requirements.",[647,1682,1683],{},"Review the subsidy restrictions and confirm all criteria are satisfied.",[657,1685],{},[787,1687,1689],{"id":1688},"item-is-not-enabled-within-the-subsidy","Item Is Not Enabled Within the Subsidy",[647,1691,1692],{},"If the service or product you are attempting to discount is not enabled within the subsidy, it will not appear as an option.",[647,1694,1695],{},"To review enabled items:",[723,1697,1698,1702,1706,1709,1712],{},[726,1699,1119,1700,862],{},[687,1701,409],{},[726,1703,1060,1704,862],{},[687,1705,561],{},[726,1707,1708],{},"Open the associated subsidy.",[726,1710,1711],{},"Review the list of items the subsidy covers.",[726,1713,1714,1715,862],{},"Enable the missing service or product and click ",[687,1716,1138],{},[657,1718],{},[787,1720,1722],{"id":1721},"subsidy-or-funding-partnership-is-disabled","Subsidy or Funding Partnership Is Disabled",[647,1724,1725],{},"If either the subsidy or its funding partnership is disabled, the subsidy will not appear.",[647,1727,1728],{},"To verify status:",[723,1730,1731,1735,1739,1746,1753],{},[726,1732,1119,1733,862],{},[687,1734,409],{},[726,1736,1060,1737,862],{},[687,1738,246],{},[726,1740,1741,1742,1745],{},"Review the ",[687,1743,1744],{},"Status"," column for both the partnership and the subsidy.",[726,1747,1748,1749,1752],{},"Edit the records and set the status to ",[687,1750,1751],{},"Active"," if needed.",[726,1754,752,1755,862],{},[687,1756,1138],{},[647,1758,1759],{},[650,1760],{"alt":145,"src":1761},"\u002Fimages\u002F04-in-depth\u002Fdisabled-partnership.png",[657,1763],{},[787,1765,1767],{"id":1766},"incorrect-deduction-or-invoiced-amount","Incorrect Deduction or Invoiced Amount",[647,1769,1770],{},"If the deduction or invoiced amount is incorrect, review the subsidy configuration.",[647,1772,1773],{},"To check values:",[723,1775,1776,1780,1784,1787,1791],{},[726,1777,1119,1778,862],{},[687,1779,409],{},[726,1781,1060,1782,862],{},[687,1783,246],{},[726,1785,1786],{},"Edit the subsidy.",[726,1788,865,1789,1208],{},[687,1790,1410],{},[726,1792,1741,1793,1795,1796,1798],{},[687,1794,1224],{}," and ",[687,1797,1435],{}," values.",[647,1800,1801,1802,1804],{},"If you are not intentionally changing the service price, confirm that the ",[687,1803,1231],{}," column has not been edited.",[657,1806],{},[787,1808,1810],{"id":1809},"subsidy-value-is-too-high-and-cannot-be-applied","Subsidy Value Is Too High and Cannot Be Applied",[647,1812,1813,1814,1816],{},"This issue most often occurs when the ",[687,1815,1231],{}," column was edited unintentionally.",[647,1818,1819,1820,1822],{},"The ",[687,1821,1231],{}," column is used only in specific scenarios where the base service price must be adjusted before applying a subsidy, such as when multiple subsidies are applied to a single item.",[647,1824,1825],{},"If you did not intend to change the base price:",[723,1827,1828,1830,1834,1840],{},[726,1829,1786],{},[726,1831,865,1832,1208],{},[687,1833,1410],{},[726,1835,1836,1837,1839],{},"Reset the ",[687,1838,1231],{}," to the original service or product price.",[726,1841,752,1842,862],{},[687,1843,1138],{},[657,1845],{},[787,1847,1849],{"id":1848},"changing-the-funding-partnership-on-a-subsidy","Changing the Funding Partnership on a Subsidy",[647,1851,1852],{},"Once a subsidy is created, it cannot be reassigned to a different funding partnership. This restriction ensures accurate reporting and reduces the risk of errors.",[647,1854,1855],{},"If a different funding partnership is required, create a new subsidy linked to the correct partnership.",{"title":145,"searchDepth":1857,"depth":1857,"links":1858},1,[1859,1861,1862,1863,1864,1865,1866,1867],{"id":662,"depth":1860,"text":663},2,{"id":674,"depth":1860,"text":675},{"id":720,"depth":1860,"text":721},{"id":779,"depth":1860,"text":780},{"id":933,"depth":1860,"text":934},{"id":1087,"depth":1860,"text":1088},{"id":1277,"depth":1860,"text":1278},{"id":1616,"depth":1860,"text":1617},"md",{},true,{"title":189,"description":192},{"loc":1873},"\u002Fdiscounts","QAnoibyQMowgKznrWKFEFzHbFZ6u7CmKf8inFRjHF4o",[1876,1877],{"title":184,"path":185,"stem":186,"description":187,"children":-1},{"title":194,"path":195,"stem":196,"description":197,"children":-1},1777048718109]