Approve or reject a discount request
- Admin and clinic owner
Short answer
In Clinizy Care, open Billing and press the Approvals tab. Choose Waiting for approval, read the amount, percentage and reason, then press Approve or Reject. Rejecting needs a note. An approved bill discount goes onto the draft bill, which the desk then finalises.
Before you start
- You need the Approve discounts permission. Admins have it.
- Discount approvals must be switched on in Finance controls.
Steps
Open Billing and press the Approvals tab.
Tip:A number on the tab shows how many requests are waiting.
Choose Waiting for approval to see the requests that need you.
Tip:My requests and History show your own requests and every earlier one.
Read each request: the amount and percentage off, the bill total, the reason, and who asked.
Step 3 of 6 Press Approve or Reject.
Careful:You cannot decide your own request. Ask another approver.
Add a note and confirm. A note is optional when you approve and needed when you reject.
Step 5 of 6 Tell the desk to go ahead. A bill discount is already on the draft; a pharmacy sale or discharge can now be completed.
Tip:Press Withdraw on an open request to cancel it. The discount is then not given unless someone asks again.
If something goes wrong
Why is there no approvals tab?
The tab shows once discount approvals are switched on, or while a request is waiting. An admin switches them on in Finance controls.
Does an approval expire?
A pharmacy or discharge approval expires if the desk does not use it within 24 hours. A bill discount goes onto the draft straight away.
Who can approve discounts?
Admins can. A clinic can also give the Approve discounts permission to other roles in Roles & permissions.
Related guides
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Open Billing, press the Corporates tab and add the company with Add corporate. Then open an unpaid bill and press Bill to corporate to move its balance to the company’s credit. When the company pays, open its page and press Record payment. The oldest bills are settled first.
5 minIncluded in Nursing Home and abovePay a referral or consultant fee
Open Billing and press the Referral fees tab. Pick the month, press a referrer’s name to see the bills behind their share, and press Finalise statement once the month has ended. Then pay the referrer and press Record payout with the reference.
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Last updated 23 Oct 2026By the Clinizy Care product team