Discounts

Use discounts to show savings passed on to parents for a specific charge while still maintaining consistent charges and rates.

Hadleigh F avatar
Written by Hadleigh F
Updated over a week ago

This content is for our legacy billing platform. Update to our newest experience!

Discounts are a way to reduce the amount of a charge. Discounts can be added to recurring or one-time charges as part of the student’s billing plan or to any charges on a student’s Pending Charges. Discounts can be expressed as a percentage or a dollar amount and multiple discounts can be applied to a single charge. 

The following fields are required when adding a discount to a charge: 

  • Type: Either a percentage or dollar amount off of the charge. In both cases, the resulting amount deducted from the charge and the resulting amount due for the charge will display in dollars.

  • Amount: Discounts can be for any percentage between 0 and 100 and for any dollar amount up to the charge amount.

  • Description: Labels what the discount was given for - whether it was a sibling discount, an employee discount, or something else altogether. 

  • Notes (Optional): Any additional information that you would like included on the statement

Table of Contents

Add a Discount

Discounts can be added to any charge before the charge has been posted to the student's account. To add a discount to a charge:

  1. Navigate to the Pending Charges section of the student's Account Page

  2. Click the pencil icon on the charge item that you would like to discount

  3. Click + Add a discount

  4. Add the discount Type, Amount, and Description

  5. Click Update pending charge at the bottom of the page

Please Note: 

  • If you would like a recurring charge to be discounted each time it’s added to the student’s statement, the discount will need to be added during the billing plan set up or on the Manage Billing Plan page

  • If you need to discount a charge that has already been posted to the student’s account, use the Credit feature.

Multiple Discounts

Administrators can apply multiple discounts to any charge. When applying multiple discounts, the discounts will reduce the amount owed for that charge in the order in which they were added. 

When there are multiple discounts and both fixed and percentage discounts are used, the order in which they’re added to the charge matters. For example:

  • If a charge for $100 has a discount of 10% added and then a second discount of $10 added, the resulting charge amount would be $80 ($100 * 0.9 = $90 - $10 = $80). 

  • If the above example were reversed, the resulting charge amount would be $81 ($100 - $10 = $90 * 0.9 = $81).

Edit a Discount

Making adjustments to a discount is the same process as editing a charge. This can only be done while the statement is in draft mode. To edit a discount:

  1. Navigate to the Pending Charges section of the student’s Account Page

  2. Click the pencil icon on the charge line item that contains the discount

  3. Make the desired changes to the discount

  4. Click Update pending charge at the bottom of the page

Remove a Discount

Administrators can remove a discount from a student's draft statement or from a student billing plan. Once a statement is posted to a student’s account, a discount cannot be removed.  

  1. Navigate to the Pending Charges section of the student’s Account Page

  2. Click the pencil icon on the charge line item that has the discount

  3. Click the trash icon on the line with the discount to remove it

  4. Click Update pending charge at the bottom of the page

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