Discount Fees

Applied as a percentage or fixed amount, discounts reduce the due amount for an invoiced fee.

Process a Credit Discount

When a discount is applied to a tuition fee, a corresponding percentage should also be applied to the agent's commission (agent fee). If the fee includes Tax (e.g. GST), the tax portion will also be adjusted accordingly.

If you are to completely discount a fee, this would be better identified as a write-off.

To process a discount fee:

1. Navigate to the Fees tab on the enrolment that you want to create the Credit for.

2. Click on the New Credit button above the Data Grid and then select Discount (this button will not appear if the total balance for this enrolment fee is $0). The Credit Wizard will display.

On the Credit Wizard:

1. Select the transaction date (defaults to today).

2. Customise the grid as needed (learn more about customising the grids)
   The Due Amount column shows the maximum amount that can be credited per item.

Option 1: Apply Discount as a Percentage

1. Enter the value on the Discount Percentage field.

2. To apply the discount to all items in the grid, ensure no rows are selected, then click Apply Discount. The entered percentage will be applied to all rows in the grid.

3. To apply the discount to specific items, select them using the checkboxes, then click Apply Discount. The entered percentage will be applied only to the selected rows in the grid.

4. Click on Submit.

Option 2: Apply Discount as a Fixed Amount

The following options are available to apply a discount as a fixed amount:

1. Manual Entry: Double-click the relevant cell in the Credit Amount column and enter the amount manually.

2. Full Item Discount: Double-click any row to discount the full amount for that item.

3. Full Group Discount: If records are grouped, double-click the group row to discount all items in that group in full.

4. Click Submit to finalise.

Edit a Credit Discount Transaction

Only a few details can be modified on a credit. For more extensive updates, the credit must be deleted and recreated.

To edit a discount transaction:

1. Go to the Fees tab of the Enrolment of interest.

2. Click on the Credit Discount that you’d like to edit. Then click on the Edit Credit button on the grid action panel, or simply double click on the row.

3. Modify the detail as required and click on Update to save the changes.

Delete a Credit Discount Transaction

To delete a credit transaction:

1. Go to the Fees tab of the Enrolment of interest.

2. Click on the Credit that you’d like to delete. Then click on the Delete Credit button in the grid action panel.

3. Confirm to delete.