Having the ability to add an ongoing additional discount for a customer/family to automatically apply to all of their invoices.
Separately to your discount scheme in your settings, you are able to add a specific discount for a customer/family so that every time you generate an invoice it will apply the additional discount.
This is ongoing, so once you add this to a customer, it will apply to invoices you want to be applied with the particular rule.
*If you have a discount scheme set up in your settings, this discount will apply in addition to any other discounts.
To do this, head to 'Customers' > 'View All' and search for the customer you need.
Once on the customer's page, click on the 'Settings' tab.
Here you can 'Create' an additional discount:
When you click 'Create', it will take you to a page to add the details of the additional discount.
Firstly, it will ask for the 'Additional Discount Type'. There are a few to choose from:
Additional discount per student (£ Fixed)
Fixed discount for each student. E.g. If a £5 discount is added and there are 4 students on an invoice, Discount amount = £20
Additional discount per invoice item (£ Fixed)
Fixed discount for each item (class) on an invoice. E.g. If a £5 discount is added and the invoice has 10 classes in total, Discount amount = £50
Additional Invoice discount (£ Fixed)
Fixed discount for the invoice total. E.g. If a £5 discount is added and the invoice total is £100, Discount amount = £5. Invoice total = £95
Additional Percent from invoice total (% Percentage)
Percent from the invoice total. E.g. If a 5% discount is added and the Invoice total is £100, discount = 5%. Total = £95
Sibling fixed discount (£ Fixed)
Fixed discount for each student if more than one student.
Siblings Percent discount (% Percentage)
Percentage discount for each student. E.g. If 5% discount is added and there are 4 students on an invoice, Total Discount amount = 5%
Once that is selected, you need to add the 'Value' and make sure to select where you want it applied, i.e. classes, orders, additional items, etc.
Once this has been added, it will mean this customer will always receive this discount you have chosen in addition to any discount scheme you have set up.