When to use this: Use this guide to set a default discount for each customer category (Retail, Doctor, Staff, Wholesale…) so it auto-applies the moment that type of customer is picked at billing.
Opening Customer Types
- Click Settings (gear icon at the bottom of the left sidebar).
- Select People & Access → Manage Customer Types & Discounts.
Managing customer types
- Each type shows its default discount %. The type marked ★ is the org default — it's used automatically for walk-in bills (no customer picked).
- Tap the ⋮ menu on any type to Edit its name/discount, Set as org default, or Deactivate it.
- Click Add Type (bottom right) to create a new customer category with its own name and default discount.
A discount set here fills in automatically the moment a customer of that type is selected during billing — the cashier can still adjust it on the bill if their role allows discounts.