There are some important legal and regulatory considerations. Please consult your attorney before offering a cash discount.
Important Note: zHealth cannot provide you with legal advice.
![]() 1. Once the Cash Discount feature is enabled in your system, the first step is to configure the discount percentage you want to offer patients for cash payments. To configure this, navigate to Update Info > Facility tab > Cash Discount and proceed with the setup. ![]() Note: The system enables clinics to apply a discount of up to 3%. Additionally, two label options are available in the dropdown: "Cash Discount" and "Cash Adjustment" to choose from. |
![]() 2. The cash discount will be automatically applied to the invoice when "Cash" is selected as the Payment Type and the "Patient" is selected in the Paid By field. There are two quick ways to apply the cash discount when adding Cash Payment details to an invoice: (a) Dedicated buttons for Cash Payment Full and Cash Payment Partial allow the clinic to apply both the payment details and discount with a single click. (b) Entering the patient’s paid amount triggers the system to automatically calculate and apply the cash discount, which will be reflected on the invoice. ![]() Note: If the Cash Discount feature is active but the "Cash Discount Full" and "Cash Discount Partial" buttons are not appearing on the invoice, it means the discount percentage is not configured. To set the discount percentage, navigate to "Update Info" and the "Facility" tab. |
![]() 3. We have added a dedicated field for the Cash Discount in the Invoice Summary section of the Invoice. The label is customizable, To customize you have to choose between "Cash Discount" and "Cash Adjustment" from the Update Info > Facility tab and the Cash Discount field. |