Additional Discount for a Specific Customer

Automatically apply a tailored discount for a customer or family to all their invoices.

In addition to your existing discount scheme, you can assign a specific ongoing discount to a customer or family. This means that every time you generate an invoice for them, the selected discount will be applied automatically.

This discount will continue to apply unless manually changed or removed.

Steps to Set Up an Additional Discount for a Customer:

1. Find the Customer
   Go to Customers > View All, and search for the customer or family you want to apply the discount to.

2. Click < to the right of Customers.
3. In the expanded menu click View All. (Or use the global search feature to quickly locate the customer profile)

4. Once you’re on the customer’s profile, click on the Settings tab. Here, you’ll have the option to add an additional discount by clicking on Create.

5. You will first choose the Additional Discount Type from the following options:

   • Additional Discount per Student (£ Fixed)
     A fixed discount applied for each student. For example, if you add a £5 discount and there are 4 students on the invoice, the total discount will be £20.

   • Additional Discount per Invoice Item (£ Fixed)
     A fixed discount applied to each item (class) on the invoice. For example, if you add a £5 discount and there are 10 classes, the total discount will be £50.

   • Additional Invoice Discount (£ Fixed)
     A fixed discount applied to the total invoice. For example, if you add a £5 discount and the total invoice is £100, the total becomes £95.

   • Additional Percent from Invoice Total (% Percentage)
     A percentage discount applied to the total invoice. For example, if you add a 5% discount to a £100 invoice, the total becomes £95.

   • Sibling Fixed Discount (£ Fixed)
     A fixed discount applied per student when there are multiple students on the invoice.

   • Sibling Percent Discount (% Percentage)
     A percentage discount applied to each student when there are multiple students. For example, if you apply a 5% discount to 4 students, the total discount will be 5%.

6. After selecting the discount type, add the appropriate Value and choose where the discount should be applied (classes, orders, additional items, etc.).

7. Once you've added the discount, it will automatically apply to every invoice generated for this customer, in addition to any other discount scheme already set in your system.

By following these steps, you can easily apply an ongoing, customized discount for a specific customer or family. This ensures their invoices reflect the agreed-upon discount in addition to any other discount scheme you have in place, saving you time and effort when generating future invoices.