How to Setup a Daily Staff Discount

Discount Setup – As a Daily Rate 

Steps: 

1. Create a new Fee Item = Staff Discount – Daily: 

1. Group = Other 

2. Tax Receipt Item Type = Fee 

3. Account = associate to your GL Account needed for this item 

4. Tax Group = Non-Taxable 

5. Set to Active 

6. Add your Daily Discount rate as a negative, mark your date as to when this can start 

7. SAVE 

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2. Create a new Other Fees Service 

1. Go to Setup 

2. Organization 

3. Services 

4. Other Fees table 

1. Click the “Add Organization Service” 

2. Name = Staff Discount – Daily 

3. Description = Staff Discount – Daily 

4. Age Group = can leave blank 

5. Billing Rate Type = Daily 

6. Item = Select the New Discount Item you just created 

7. Childcare Grant = leave blank 

8. Start Date = when this begins 

9. SAVE 

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3. Add this new other fee service to the Child’s Account: 

1. Go to the child’s account (Staff’s child) 

2. Service tab 

3. Childcare tab 

4. Under the Other Fees table, click the “+ Add Other Fee” 

5. Select Organization Location 

6. Start Date 

7. Age Group = leave blank 

8. Service Schedule = select NEW Staff Discount – Daily 

9. Area = leave blank 

10. Condition = None 

11. Status = Confirmed 

12. Discount reason = leave blank 

13. Discount rate = leave blank 

14. Until = update to when this discount ends 

15. Childcare Service = Select specific service if you want it to follow the scheduled service days. 

16. SAVE