---
title: "Intro Discounts"
url: "https://epona-support.ardex.tech/en/article/intro-discounts"
language: "en"
last_updated: "2025-12-31T00:34:35.321Z"
---

# Intro Discounts

The **Discounts** feature lets you apply manual or [business rules](https://epona.productfruits.help/en/article/business-rules-discounts) discounts to procedures or transactions directly from EPONA.

Users can access this when [adding a procedure](https://epona.productfruits.help/en/article/manual-discounts-add-procedure) or when [adding an ad hoc transaction](https://epona.productfruits.help/en/article/manual-discounts-transactions).

## Business Rule Discounts (Automatic)

The **Discount Rules** checkbox is:

-   Always visible
-   Checked by default

When checked, EPONA:

Checks if a Business Rule exists for the selected **Item + Contact**

-   Automatically applies the discount if a rule is found
-   Keeps the **Discount column hidden**

If no Business Rule applies:

-   The checkbox automatically unchecks
-   The **Discount column appears** so you can add a manual discount

## Manual Discounts (One-off)

You can enter either a **fixed amount ($)** or a **percentage (%)** discount.  
Use the **group switcher** at the top of the field to choose between **%** or **$** before entering the value.

When added, the discount will automatically apply to **all billable contacts** involved in that transaction or procedure.

**Uncheck** the **Discount Rules** checkbox

The **Discount column appears**

Choose **% or $**

Enter the discount value

✔ Applies only to that entry  
✔ Applies to all billable contacts  
✘ Does not affect Business Rules

Review & edit

Discounts can be reviewed from:

-   The **Transaction** screen, before finalising the entry
-   The **End of Period** flow, during your review process

You can continue adjusting the discount **until the transaction is approved**. (to edit approved transactions you will need to unapproved)

## Switching Between Discount Types

-   **Uncheck Discount Rules** → Manual discount enabled
-   **Re-check Discount Rules** → EPONA re-applies Business Rules (if any)

## Review & Edit

### Quick Tip

✔ **Checkbox ON** = Automatic Business Rule discount  
✔ **Checkbox OFF** = Manual % or $ discount