Tutorial: Set Up and Grant Discounts

Discounts work in two halves: a rule describes the kind of reduction, and a grant attaches it to one student. Writing a rule changes nobody's fees until you grant it.

You need: access to Accounting → Discounts.

Creating a rule

1. Open Accounting → Discounts, on the Rules tab.
2. Select New rule and fill in:
   • Name — what appears on the student's fee breakdown, so name it for the reason: Sibling — second child, Staff child, Merit scholarship.
   • Type and basis — what the reduction is calculated from.
   • Value — either a % or a fixed amount.
   • Scope — Limit to classes if it only applies to some year groups. Leave the class list empty to mean all classes.
   • Validity — the period the rule is good for. An expiry is how a one-year scholarship stops applying on its own instead of being remembered about.
   • Active.
3. Tiers (optional) — add tiers where the reduction varies by band rather than being one number, for example a sibling discount that increases with the third child. Each tier carries its own percentage or fixed value.
4. Save.

Granting it to a student

1. Select Grant discount.
2. Pick the student and the rule.
3. Set the validity for this particular grant if it differs from the rule's.
4. Save.

The grants tab lists every grant with the student, the rule, the value, the validity, who granted it, and its status. That "granted by" column is the audit trail — it is the reason to grant a discount here rather than quietly adjusting an amount at the counter.

Revoking

Revoke ends a grant. It does not unwind payments already taken at the discounted rate; it stops the discount applying to future charges.

How it shows up at the counter

When you receive a payment for a discounted student, the dialog shows the Original amount next to what is actually due. Take the amount due.

Related

• Set Up Fees
• Reconciliation