Navigating to discounts

The Fees File hosts discount records. You can navigate to the Fees File by selecting Setup Files > FeesDiscounts.

Adding a discount record

A new discount record can be added using New Record (the green plus icon).

All discounts should be assigned an Account Category. See Manage Account Codes.

Discounts can be set to operate as a percentage or a fixed amount.

Editing a discount record

A discount record can be freely edited; changes made apply to future billing runs.

Deleting a discount record

Discount records can be freely deleted. If any current or pending enrolments are assigned the deleted discount, they will maintain the properties of that discount until they are switched to an existing discount.