Discounts can be applied to invoices after they are created. If the invoice has already been posted, adding a discount will reduce the total account balance. This article covers adding discounts to one-time debits and existing billing plans to reduce account balances.
Add a Discount to a Singular Debit
Navigate to the profile of the student who you would like to apply a discount to.
Click the Billing tab and locate the debit you want to edit.
Click the three dots next to the debit and then click Edit.
If you are editing a single installment of a billing plan, open the billing plan, and then select the blue edit button.
The Edit Transaction Window will open.
Click the blue + Add Discount button.
Select the discount you would like to add or create a new discount. Then click the blue Save button under the discount.
Click the blue Save button at the bottom of the Edit Transaction window.
Add a Discount to an Existing Billing Plan
🚨 A discount applied to a billing plan will be applied to every installment in the billing plan, including installments that have already been paid. If you want to apply the discount to a single installment, follow the instructions above. If you want to apply a discount to an entire billing plan or a portion of it, click here.
Navigate to the profile of the student who you would like to apply a discount to.
Click the Billing tab and locate the billing plan you want to edit.
Click the three dots next to the charge and then click Edit.
The Edit Payment Plan window will open.
Click the blue + Add Discount button.
Select the discount you would like to add or create a new discount. Then click the blue Save button under the discount.
Click the blue Save button at the bottom of the Edit Payment Plan window.