Choose this discount scheme to discount the individual class on an invoice based on the number of classes or students
This scheme discounts each student separately and each class individually based on the number of classes that each student undertakes.
For Example; if a student takes 2 classes, they receive a 5% discount from their 2nd class amount.
To set up this discount scheme, head to 'Billing'> 'Settings'> 'Discounts'.
You will need to select your scheme at the bottom of the screen:
Make sure you select 'Discount based on Invoice Classes' and it will show you the discount table that you need to fill in.
The 'Preferences' box at the bottom allows you to set rules for your discount table such as:
-
The discount being a 'Percentage' % or a 'Fixed Amount' £.
-
Whether you want it to apply the smallest discount possible or the largest. ie. if there are multiple classes on an invoice with differing amounts, you can discount using the smallest/largest values. Do this in the 'Discount Application Rule'.
-
You can also cap the discounts here per customer/invoice or per student using the 'Max Discounts' boxes.
The discount being a 'Percentage' % or a 'Fixed Amount' £.
Whether you want it to apply the smallest discount possible or the largest. ie. if there are multiple classes on an invoice with differing amounts, you can discount using the smallest/largest values. Do this in the 'Discount Application Rule'.
You can also cap the discounts here per customer/invoice or per student using the 'Max Discounts' boxes.
Filling out your discount table:
The X-axis running horizontally represents the number of classes on an invoice.
The Y-axis running vertically represents the number of students on an invoice.
Click 'Edit' to make changes. Make sure you always click 'Save' after you fill out your table.
So, in the example above, the percentage discount has been applied to the 2nd, 3rd and 4th classes for the 1st and 2nd students.
This means if there are 2, 3 or 4 classes on an invoice, those discounts entered will apply to those 2nd, 3rd and 4th class amounts.
The Invoice below shows how the discounts would be applied with the above table:
