Give a Discount at Checkout and See the Discounts Given

Give a Discount at Checkout and See the Discounts Given

When you check out an appointment, you can give a discount by hand, for example for a regular customer, a colleague or after a complaint. The discount is its own line on the receipt. The booked price of the service stays as it is, and every discount is recorded with its reason and your name.

A discount code the customer brings is not entered here but as described under Discount codes.

Give a discount

In the dashboard, open the appointment and tap Check out. At the till, open the appointment for checkout and go to the step before payment. In both, the row Give a discount sits below the services. Without the permission “Give a discount at the till” the row is missing. If someone else already gave a discount, you see it but cannot change it.

Tapping it opens “Give a discount” with the note “On the treatment, … The booked price stays.” There you choose:

• “Percent” or “Amount”: whether the discount is a percentage or a fixed amount. Switching resets the value.
• “How much?”: in percent a whole number from 1 to 100, as an amount euros with a decimal comma.
• “Why are you giving it?”: required, one of “Regular customer”, “Staff”, “Complaint” or “Other”.
• “Note”: up to 500 characters. With “Other” it is required, and the field then says “What is the discount for?”.

The button shows what comes off, for example “Take off €5.00”. After tapping it, the row shows the discount with its reason and amount, and the amount to pay is already lower. Tapping the row opens the discount again: you can change it or take it out with Remove discount, as long as the appointment is not paid. There is one discount per appointment.

What the discount is calculated on

The discount applies to the treatment, meaning the services of the appointment. Products you sell with it and tips are not touched. The order is: first a promotion on the service, then a gift card or discount code, then the loyalty card, and your discount last. So 10 % is 10 % of what is left after the other deductions. Percentages are rounded to the cent.

Terminz refuses:

• a discount larger than the treatment: “The treatment does not cost that much.”
• the whole treatment for free without the reason “Complaint”: “The whole treatment can only be free for a complaint.”
• “Other” without a note: “Add a short note on what the discount is for.”

When a discount is refused, the window stays open with the reason in it, and a discount already given stays as it was.

What happens after payment

• The receipt shows the discount as its own line with the reason. With several tax rates, Terminz splits it across the rates the services carry. The same goes for the TSE, the till export and the bookkeeping.
• Commission and a tip in percent are calculated on the amount after the discount.
• A refund returns at most what the customer actually paid.
• After payment the discount can no longer be changed or deleted.

See the discounts given

Under Financials → Reports → Discounts given (/manager/granted-discounts) you find every discount on a paid receipt, newest first. At the top, a row of figures shows “Taken off” (the total), “Discounts” (the count) and, per reason, the count and total. Tapping a reason shows only its discounts, a second tap clears that again.

Each row shows:

• “Paid on” with the receipt number below;
• “Reason” and the note;
• “Staff”: who did the treatment;
• “Given by”: who entered the discount;
• “Amount”: what came off, for a discount in percent with “… % of the treatment” below.

The search finds receipt numbers and notes. In the filters you pick a period or a reason. While there is nothing yet, it says “No discount given yet”.

Frequently Asked Questions

Does the discount change the price of the service? No. The booked price stays, the discount is its own line on the receipt.

Why is the row “Give a discount” missing? You lack the permission “Give a discount at the till”, or the treatment costs nothing after the other deductions. Whoever runs the location always has the permission.

Can I give a discount on products? Not here. The discount applies to the treatment only. For products, use a discount code.

Why is a discount not in the list? The list only shows discounts on paid receipts. A discount on an appointment that is not paid yet shows up once it is paid.