Invoices & payments
Discounts and write-offs
Lower the price of a visit, or stop collecting a balance.
Discount
Lowers the price of the visit, by a dollar amount or a percentage. It shows on the receipt.
- 1Open the invoice and click Add discount. This is available before any payment is recorded.
- 2Give it a name clients will see, like "Senior discount", and an amount.
Write-off
Stops collecting the remaining balance, for example in a one-time hardship. It shows on the receipt and in reports, and can be reversed.
- 1Open the invoice and click Write off balance.
- 2Add a reason. It's for your records only.
Important
Insurers don't allow routinely waiving a client's co-payment. Use write-offs for occasional cases only.
Updated October 12, 2026
Was this article helpful?
Still need help?
A real person reads every email, usually within one business day. Please don't include client health details.