CNET - Creating a Discount
Overview
Discounts are used as part of the Billing process.
Permissions
Staff will require the Billing.Admin permission to create Discounts.
Creating a new Discount
To add a new discount to the list of available discounts, go to the Organisation menu (grid icon) and select 'Billing Management'.
Fill out the fields for the new Discounts.
| Title | Name the billing discount to be created for your diocese to best describe the discount item i.e. Sibiling Discount, Sibling Discount 1st Child, Hardship Discount etc. |
| Description | Include further details of the billing item as needed. |
| Percentage | Add the percentage value of the discount i.e. if the Sibling Discount for 1st Child is 10%, type 10 in this field. |
| FMS Doc Type | Use the drop-down list to select the best fit discount description for the new billing discount you are creating. |
| GL Code Source | Choose the applicable option from the drop-down: Same as Invoice - The discount will code to the same GL string as the fee raised. School Manual Mask - The discount will code to the GL string entered for all schools (ensure the location code is not entered in the string). School Default - The discount will code to the GL string entered in the Administration tab at the school level. Diocese Account - The discount will code to the GL string entered as the edatuls in the Administration tab at the Diocese level. |
Add Discounts Individually
Go to People Management, under the 'Organisation' menu (grid icon).
Search for the student that you need to apply a discount to, and click the pencil icon to edit their User Record.
Click to the 'Billing' tab.
Click "Add Discounts". You will need to add each discount individually, but you can apply multiple discounts to one student. You can choose to add a comment, and you must choose a start and end date for the discount.
This discount will apply to that student for applicable Billing Items during the time period selected here.
Add Discounts in Bulk
There are two ways to add discounts in bulk in People Management.
1 - Select all of the students that you want to apply a particular discount to. Go to the Actions menu, and click Add Bulk Discounts. Select the relevant discount and the time period it will apply for, and click "Apply Discount".
2 - Go to the Action menu, and click "Predict Student Discounts". Select the Prediction Scope "School", and the Assignment of Discount as "Incremental". Ensure that only the discounts you want to apply are checked in the "Selecting Discounts" list.
Then, go through the list of students in the "Confirm Discount Predictions" box. If you are applying the discount to future students, you can change the "Students Active on" date as required.
You can see any discounts that are already applied to the student in the "Current Discounts" column. Any discounts that you add will override the student's current discounts.
If any of the Predicted Discounts are incorrect, select the student and click "Apply Discounts". Select all discounts that apply, and click "Ok". This will override the Predicted Discounts.
Once all of the students are showing the correct discounts in the Predicted Discounts column, use the top checkbox on the left hand side to select all. Click "Confirm Discount". Select the end date that you want the discount to apply until. The start date for the discount will be the date you confirm the discount.
If there are any students with Predicted Discounts who should have no discounts at all, ensure that you uncheck these students before clicking "Confirm Discount".
Click "Ok".
Add Discounts to Debtors
Discounts can be added to debtors directly, instead of students. This is useful in cases where you would always like a debtor to receive a discount when available, such as for families which receive a Hardship Discount.
Go to People Management, under the 'Organisation' menu, and click to the 'Debtors' tab.
Search for the debtor, and use the pencil icon to edit their Debtor Profile. Click to the 'Discounts' tab.
You can add one discount at a time. We recommend that you do not apply Sibling Discounts to debtors directly, as these always require a student to have the discount applied on their student User Record as well.
Click 'Save', and then 'Save the Debtor' profile.
Related Articles
Creating a Discount
Overview Discounts are used as part of the Billing process. Permissions Staff will require the Billing.Admin permission to create Discounts. For details on assigning permissions, please refer to the 'Permissions' article from our Knowledge Base. ...WA - Billing
Overview Billing allows you to manage Debtors, generate accounts, receipt payments and structure fee discounts. Permissions Staff who require access to use features of the Billing module will need to be assigned the applicable level of permission. ...Billing Initial Set-up
Overview When using the Billing module for the first time, you will need to complete some initial steps before you can post invoices. You will also need to go over these steps when setting up a new Billing Run for each school year, to make sure that ...Billing Day to Day Management
Overview Once you have set up Billing and are ready to start recording payments, you will primarily be working in the 'Dashboard' tab. This is where you will create receipts and print them for parents, raise ad-hoc invoices, print Statements of ...Billing Schedules
Overview Billing Schedules are used to generate and process invoices for items such as school fees, consumables, resources etc. This is where you will set up all of your school fees before the start of the school year. You will also check in here ...