Discounts

Last updated: March 2025

The Discounts feature allows you to set up discounts applicable to students based on defined conditions.

Access and Navigation

Discounts can be accessed under Finance > Finance Setup.

Check the privilege assigned to your user account or role if you cannot view a link from the list.

Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.

Create a New Discount

• Click +New Discount in the upper-right corner

• Enter the required details:

  • Label - Discount name

  • Account Code - Link to an existing account code

  • Applies To - Specify the fees affected by the discount

  • Amount - Enter the nominal amount or percentage

  • Ranking - Set the priority (lower-ranked discounts apply first)

• Click Add Discount to save

Edit a Discount

• Select the discount to edit and click the Pencil icon

• Modify the necessary fields

• Click Save to update the discount

Delete a Discount

• Select the discount to delete then click the Trash Bin icon

• Confirm the deletion by clicking Delete

Search for a Discount

Enter a keyword or exact text in the search bar located in the upper-right corner. Press Enter to find matching results.