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# How does Authorisation work when giving discount in a Bill

n Clinicea you can set a threshold value which limits the discount a Staff can give on a bill item. Any discount above the threshold value will have to go through an Authorisation process for approval. So first, Discount Authorisation has to be set up as explained here – [How to setup Discount Authorisation](https://help.clinicea.com/en/article/how-to-setup-discount-authorisation-18y6n2w/?bust=1686810117685)

Once this is set, we will now see how it will work.

_Example: In a Clinic, the threshold value for Discount is set as 10%. So Authorisation is required if a Staff gives a discount of more than 10% for any item in a bill. Now, while billing a patient named Mr. Doraemon, a discount of 15% is put on a bill item called 1% Predex. So let us see how this triggers the Authorisation process._

**1.** Go to **Financials** | **New Bill.**

**2.** Select the patient name. _Ex: Mr. Doraemon._

**3.** In the New Bill screen enter a few bill items.

**4.** Now enter a **Discount** of 15% on the first bill item. _Ex: 1% Predex._

**5.** You must give an explanation as to why are you giving such a large discount under “**Internal Comments.”** After that you can either enter the payment amount and click on **Save** or simply Save the bill without paying now.

![](https://storage.crisp.chat/users/helpdesk/website/b3a6376909bef800/53d3e10c-2eae-44bf-b5db-fbcf35_1yb15ap.png)

**6.** You will get a prompt saying, “**You have given more than 10% to 1% Predex. This will be sent for Authorisation. Are you sure you want to continue?**“. _Ex: See the Print Screen below:_

![](https://storage.crisp.chat/users/helpdesk/website/f459c033893d1000/af6c57b5-b046-4e40-96d9-da0ca1_8jibhe.png)

  
**7.** Click on **OK** to proceed.  
If you think you have made a mistake and want to reduce the discount, then click **Cancel.** It will take you back to the bill and you can reduce the discount.

**8.** It will take you to the **Search Bill** screen. If you re-open the bill, you will see **Bill is On Hold**.

**9.** Now the concerned person who will provide the authorisation logs in. He goes to **Financials | New Authorisation.** This will open the Authorization screen with the Pending list _Ex: Mr. Doraemon._

![](https://storage.crisp.chat/users/helpdesk/website/cf9e882ea373f000/0a2a24c2-5b1d-435b-bad8-fe7dfe_8fbycs.png)

  
**10.** So the Invoice No. with the Patient’s Name along with the Bill Item on which Discount is given will be listed under the Pending list in Authorisations with an **Approve** and **Reject** button. Once the concerned person has verified the bill, he will either **Approve** it or **Reject** it.

**11.** Once **Approved** the Invoice No. is moved from the Pending to the **Approved list**.

**12.** After the bill has been approved, when you open it now, it will display that the **Bill is Fully Paid**.

This is how you can set threshold discount percentage and then authorize discounts. Once the discount is approved the bill is accepted.