Manage Discounts

1. From the Fees & Discounts menu, choose Manage Fees & Discounts.

2. Select Discounts.

3. Select Add New Discount.

4. Enter the following:

   • Discount Name (This field is required and cannot be duplicated.)

   • General Ledger ID (Optional.)

   • Project Code (Optional.)

   • Description (This will appear on invoices.)

   • Amount (This field is pre-filled if you apply discounts from a family’s main page.)

5. Choose if the discount Is Balance Rollover Fee used to roll balances over from one year to the next.

   Note: If Is Balance Rollover Fee is On, Amount is disabled.

6. Choose whether this discount should be applied per:

   • Family: Applied once per family.

   • Student: Applied to specific students in specific grades or enrollment statuses.

7. Choose a Distribution Type:

   • 1st Month: Discount is applied on the 1st month of the payment plan.

   • Across Plan: Discount is distributed evenly throughout the payment plan.

   • Specific Months: Select the month or months to apply the discount to.

     Tip: Blackbaud Tuition Management recommends this option.

   • Across Tuition Months: Discount will be distributed evenly across only the months when tuition is collected.

8. Indicate is the discount applies to:

   • Tuition: Applies only towards only tuition.

   • Tuition and Fees: Applies towards both tuition and fees.

9. Select Save.

   Note: Discounts are listed alphabetically.

1. From the Fees & Discounts menu, choose Manage Fees & Discounts.

2. Select Discounts.

3. Select Edit next to the appropriate discount.

4. Edit the necessary fields.

5. Select Save.

Note: Only discounts which have not been applied to families can be edited.

1. From the Fees & Discounts menu, choose Manage Fees & Discounts.

2. Select Discounts.

3. Select Remove next to the appropriate discount.

The discount will be deactivated.

Note: Removed Discounts can be reactivated from the In-Active tab.

1. From the Fees & Discounts menu, choose Manage Fees & Discounts.

2. Choose Discounts.

3. Select In-Active.

4. Click Reactivate for the appropriate discount.