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.
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