How do I add a discount to an invoice?
The transactions that appear in the Family Account will appear on their invoices. So, we need to first add the discount and then create an invoice.
Here's how to apply a one-time discount (reducing the balance owing) to a family's account/invoice:
- Navigate to "Families & Invoices" from the main menu on the left.
- Locate the family you want to give a discount to and click the blue "Zoom" button beside their name.
- Click the green "+ Add Transaction" button at the top of the page.
- On the popup that appears, select "Discount" as the "Type" and then enter the student, date, amount of the discount and a short description to display on the invoice.
- When you're finished, click the "Save" button.
You've now created a discount that will appear on the family's invoice.
To view the video in fullscreen, click here.
Click here for more information regarding payments, discounts and refunds.