Customizable Class Management

Account Discount Types can be used to apply a discount to an account. To apply an account discount to an account, select the discount in the Discount box on the Edit Account page.

 To add or edit an Account Discount Type

1. On the administration menu, select Lookups, select Discounts, and then click Account Discount Types.
   The Account Discount Types page displays.

2. Do one of the following:

   • Click Add new discount type...
     The Add Discount Type page displays.

   • Click the Edit button next to the discount you want to edit.                     

3. In the Level box, select a Program, Account, or Student for the discount type.

4. In the Application Type box, select Apply Greatest Discount or Cumulative.

5. In the Description box, type the descriptive name for the discount type.
   For example, 10% Preferred Customer Discount.

6. In the Type section, do one of the following:

   • Select the Dollar radio button to indicate that a flat dollar amount is discounted from the fee.

   • Select the Percentage radio button to indicate that a percentage of the fee is discounted.

7. In the Amount box, type the dollar amount or percentage for the discount.

8. Click in the Comments tab to include any special information about the discount type.

9. Click the Save and Return button to save the new discount and return to the Account Discount Types list.

To delete a Discount Type

1. On the administration menu, select Lookups, select Discounts, and then click Account Discount Types.

2. Click the Edit button next to the discount type you want to delete.

3. Click the Delete button at the top of the page.

4. Click Yes to confirm the deletion.

NOTE:You cannot delete a discount type if it is currently in use but you can clear the Active check box to make the discount type inactive.