How to Apply Discounts

Applying a discount to an account holder:

There are 3 places for the discount.

1. On the payer under their finance tab = applies a discount to all services associated to this payer’s account.
   • To access:
     • Go to the payer’s account > Finance tab
     • Select the discount from the “Service Invoice Discount” dropdown
     • Click the SAVE icon to save

1. On the child’s service = applies the discount to the service, giving the discount to all associated payers.
   • To access:
     • Go to the child’s account > Service tab
     • Select the childcare tab
     • When adding a new service > select the discount from the “discount reason” dropdown
     • Enter all other important information
     • Add your payers
     • Click the checkmark to apply
     • Click the SAVE icon to save all.

1. On the payer on the service = applies the discount to this specific payer for this service only.
   • To access:
     • Go to the child’s account > Service tab
     • Select the childcare tab
     • When adding a new service – Enter all other important information
     • Add your payers
       • When adding your payer, select the discount from the “discount reason” dropdown.
     • Click the checkmark to apply
     • Click the SAVE icon to save all.

The placement of the discount determines the order in which it is applied.

To set up a discount, see “How to Create a Discount”