How to add or edit a discount on an existing one-time charge or payment plan
Follow the steps below to add a discount to a charge that has already been invoiced or to edit a discount that has already been applied to an invoice.
How to add or edit a discount on an existing one-time charge
First, find the invoice of the one-time charge you would like to edit by navigating to Payments section of profile of the particular student. Make sure you're viewing the Debits tab. Find the invoice you want to edit and click the corresponding 3-dot icon on the far right of the table. A dropdown menu will open; click "Edit."
A pop-up will appear with options to edit multiple fields, including the "Discount" field. Make any changes you'd like and then click "Save" to save your changes and exit the pop-up. In this example, the discount was updated from $0.00 to $40.00.
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You'll be returned to the student's profile with the changes you made reflected in the table.
How to add or edit a discount on an existing payment plan
First, find the invoice of the one-time charge you would like to edit by navigating to Payments section of profile of the particular student. Make sure you're viewing the Debits tab. Find the invoice you want to edit and then click anywhere along its row in the table to open its installment details. You can only edit one installment at a time; click the blue "Edit" next to the date of the installment you wish to edit.
A pop-up will appear with options to edit multiple fields. Make any changes you'd like and then click "Save" to save your changes and exit the pop-up. In this example, the discount was changed from $0.00 to $15.00.
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You'll be returned to the student's profile with the changes you made reflected in the table.
