How do I create a new Discount item?

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Updated On   
7 Oct
9:55 am

Let's say you have a sibling, military, or other type of discount that you want to offer. Or, let's say you need to designate a credit as something other than the system default, which is a miscellaneous credit. How do you set them up?

Follow the steps below:

Click on My Company

Click on the Items tab and click the blue plus in the top right next the Discount Items

Name it whatever you'd like and click "SAVE" (the name can be two lines)

Use it in the transaction drawer as a one-time discount (this item will be available as a credit) or use it as a recurring discount category for tuition.

Change the credit type of recurring tuition charges
Select credit item you created
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