# Apply Discount Card or Campaign to Invoice
Discount cards and promotional campaigns are available only for self-pay or cash-based visits and are not applicable to insurance-covered visits. When generating an invoice, staff can apply either a discount card or a promotional campaign discount, whichever offers the most savings for the patient.
{% hint style="info" %}
To apply a discount, first create a master record in the [**Discount Card Master**](/uniteemr/master-modules/discounts/discount-card-master/discount-card-creation.md) or [**Campaign Master**](/uniteemr/master-modules/discounts/campaign-master/campaign-creation.md) screen.
{% endhint %}
{% hint style="warning" %}
Through the application configuration, an admin can toggle campaigns and coupons on or off.
{% endhint %}
***
### Steps to Apply a Discount Card or Campaign to an Invoice
#### Selecting an Invoice
Begin by selecting the appropriate invoice from the **Invoice Queue** or creating a new one using the **New Invoice** option.
#### Applying a Discount
If the patient has an eligible discount card, an icon or image will appear in the **Patient Invoice(s)** section. If multiple discount cards or campaigns are available, click the icon to open the **Discount Card Details** pop-up. From the pop-up, select the applicable campaign or discount. To apply the best available discount, click **PICK THE BEST**, then click **APPLY** to finalize the discount selection.
#### Managing Invoice Items
Click the invoice in the **Patient Invoice(s)** section to open it. Once selected, you can add or remove items in the **Invoice Details** section.
* To add items, click the **+** icon above the table, select the required items from the **Add New Items** pop-up, and click **Add** to include them in the invoice.
* To delete items, locate the item in the table, click the **Delete** icon, and confirm the removal by selecting **Yes** in the confirmation pop-up.
#### Finalizing the Invoice
Once all necessary items and discounts are applied, proceed to the **Payment Options** section to collect payment.
#### Saving and Generating the Invoice
Click the **Save** icon in the Top Panel to generate the invoice. A unique Invoice Number will be assigned and displayed in the **Invoice No.** field within the **Patient Invoice(s)** section.
***
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