Help Center › Fees Give a discount or concession

Who does this: the school admin or accountant.
How long it takes: a minute per student, once the discount is set up.

Which way to use

Discounts are not given automatically. Each student who qualifies needs it given once. After that, the months show the reduced amount everywhere, including the Parent app and reminders.

Part 1: Create the discount (once)

1. In the search box at the top of the left menu, type Fees Discount.
2. Click Fees Discount, then click Add New Discount.

1. Discount Name: what staff see when they give it, for example Sibling Discount or Staff Child Concession.
2. Discount Code: a short code, for example SIBLING10. It must be unique.
3. Discount Type:
   • Percentage: takes that share off every month it is given for. 10% of ₹2,000 is ₹200 off each month.
   • Fixed: takes one exact amount off in total, shared across the months it is given for. ₹1,200 over 12 months is ₹100 off each month.
4. Amount / Percentage: for example 10 for 10%, or 1200 for ₹1,200.
5. Click Create Discount.

Create one discount for each kind of concession your school gives.

Part 2: Give the discount to a student

1. Open Collect Fees and find the student, as when collecting a payment.

1. Tick the months the discount covers. Untick everything to give it for all the months of that fee group.
   • From now until March: tick the unpaid months only.
   • To waive one fee, for example the Registration Fee: tick just that one.
2. Click Apply Discount on that fee group's bar.

3. Check the blue box. It lists the months the discount will be given for, or says all items.
4. Select Discount Type: for example Sibling Discount (10%).
5. Click Apply Discount.

The Discount and Balance columns update straight away, and the Concession total at the top shows the amount given.

Note: a month that is already fully paid is not changed. A discount reduces only what is still due.

A student with fees in more than one group

The discount is given per fee group. A student with tuition and transport fees who gets a sibling discount on both needs it given on each group's bar.

Remove a discount given by mistake

1. In Collect Fees, click the small eye icon next to the month's discount amount. A line shows which discount it is and who gave it.
2. Click Remove, then OK. That month is due again in full.

Do this for each month the discount was given on.

To change a discount, for example from 10% to 25%, give the new discount to the same months: it replaces the old one rather than adding to it.

A discount typed on a payment form belongs to that receipt. To undo it, revert the receipt (see Collect fees from a parent) and collect again.

Good to know

• Reports: discounts are shown as Concession in fee reports, separate from money collected.
• New admissions: give the discount when you first collect their fees, so the parent sees the right amount from the start.
• Changing a discount's percentage in Fees Discount does not change discounts already given. Give it again to update a student.