Discount Based on Invoiced Customer (Total Invoice Amount) Explained

Automatically discount the total invoice amount depending on the number of classes taken by the students

You can apply a discount to each customer based on the total value of the classes their students are enrolled in. This means that if a customer has multiple students or books several classes, the discount will be applied to the total invoice amount.

How to Set It Up:

1. Click < to the right of Billing.
2. In the expanded menu click Settings and then Discounts.
3. You’ll find the discount scheme settings at the right of the page.

4. Under the Preferences section, you can set the rules for your discount scheme, such as:

   • Choose whether the discount is applied as a Percentage (%) or a Fixed Amount (£).
   • Set maximum discount limits per customer, invoice, or per student using the Max Discounts fields.

5. Fill in the Discount Table:

   • The rows represent the number of students in a family, while the columns across the top represent the number of classes.
   • To make changes, click Edit. Be sure to Save after making adjustments.

    

   Example of Discounts Applied

   Below is an example of how discounts would be applied based on the setup in the discount table:

   

    

   • If there are 2 classes, the discount for the 2nd class, which is 10%, will be applied to the total.
   • Similarly, if there are 4 classes, a discount of 30% will be applied.

With this method, your discount will dynamically adjust based on the number of classes invoiced, making it easy to manage multi-class enrollments.