How to Create a Discount

If your Organization offers discounts to either staff, siblings, etc. You can add these to your database.

To create a new or view an existing discount:

1. Go to Setup
2. Select Lists > Services > Discount Reason
3. To view an existing Discount reason, click on the Edit Pencil to the left of it’s title.

1. To create a new discount reason, click on the “+ Add Discount Reason”

Display Sequence = The order number (example: 1, 2, 3 OR 10, 20, 30, etc.)

Description = The discount title or short description

Discount Type = Select between Staff, Sibling or Other

Item = Select the Item for this discount. If there is no item, please go and create one first.

Rate Type = Select between Flat or Percentage

Default Rate = The default rate for this discount

Discontinued = Select ONLY if this discount is no longer offered

Next applying a discount, please see How to Apply Discounts