Add or update a Family Discount

Objective


Add or update a discount for an individual family.

Solution


Manage family discounts from the Billing Info tab of the Family record. A family discount can be configured as either a fixed amount or a percentage and is applied the next time tuition fees are posted.

  1. Go to the desired Family record and select the Billing Info tab.
  2. In the Family Discount field, enter a value.
  3. Select the Discount Type:
    • Amount
    • Percentage
  4. Enter an Exp Date, if applicable.
  5. Add a Note, if desired.
  6. Click Save Changes.

Family discounts are applied the next time tuition fees are posted from Transactions > Post Tuition Fees. They are not applied during enrollment or Parent Portal enrollment. Family discounts also cannot be used with Family Fixed Fees

⚙️ User Permissions may limit access to this feature or functionality.

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