Discounts for Tasks

Discounts are included in tasks attached to procedures but not in task prototypes: they are applied only for specific customers or situations. Discounts may be entered as a percentage of the fee code, a specific dollar amount, or a specific dollar amount off.

You must choose only one method. For a discussion of discount methods and options, see Understanding Discounts.

If you specify a discount for a task, it will have priority over any discounts that might already be in place for the current responsible party. The table Effect of Discount Percentages on Fee Amount illustrates how the controlling discount is determined when the billable transaction is created.