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How to apply a discount when creating charges
How to apply a discount when creating charges

A guide to applying discounts on one-time charges or payment plans invoiced to a student balance.

Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

This article details how to apply a discount while creating a one-time charge or a payment plan. For a guide to editing or adding a discount to an existing one-time charge or payment plan, refer to this article.

How to apply a discount when creating a charge or payment plan

Each time you add an item to an invoice—whether you've just created the item or chose one from your templates—you have the option to add a discount to the item before you click the "Save item" button on the right to officially add that charge to the invoice.

If you are creating a new item with this charge, the template will be saved without the discount.

Apply a discount when creating charges

When applying a discount to a one-time charge, click on the "+ Add discount" option found under the "Item name" field.

You can then input the amount you would like to discount from the item rate in the "Discount name" and "Discount amount" fields.

Our system will do the math for you, showing you the invoice amount in the "Item overview" section.

When you click "Save item" at the bottom of the window, the discount is also noted in the "Items" section where your created charges will appear.

Click the "Continue" button on the top right to then review the invoice as it will appear to parents. As the screenshot below shows, any discounts you apply to a charge appear under the "Credit" column on the invoice sent to parents. When you're happy with your invoice, click the "Create Charges" button on the bottom right of the screen to create the charge.

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