# Generate Coupon for Invoice

Coupons are available only for self-pay or cash-based visits and are not generated for insurance-covered visits. Once a coupon is created, staff can email or print it and give it to the patient. The patient can then use it for a discount on future visits, based on the terms set during coupon creation.

{% hint style="info" %}
To generate a coupon, first create a master record in the [**Coupon Master** ](/uniteemr/master-modules/discounts/coupon-master/coupon-creation.md)screen. 
{% endhint %}

{% hint style="warning" %}
Through the application configuration, an admin can toggle campaigns and coupons on or off.
{% endhint %}

***

### Steps to Generate a Coupon for 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.

#### 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.

<figure><img src="/files/xgk1DkD2g6NhIdGzwxY3" alt=""><figcaption></figcaption></figure>

A **New Coupon Earned!** pop-up will then appear with the generated coupon, providing options to Print or Email it.

***


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