Excluding a Customer/Family from Your Discount Scheme

How to exclude a specific customer or family from discounts in your established discount scheme.

Once you've set up your discount scheme, you can choose to exclude specific customers or families from receiving those discounts when generating their invoices.

To exclude a customer, navigate to their profile:

1. Click < to the right of Customers.
2. In the expanded menu click View All and find the customer. (Or use the global search feature to quickly go into their profile)
3. Go to the Settings tab.
4. Locate the option Discountable.
5. To exclude this customer from discounts, select No and ensure you Save your changes.

By following these steps, you can easily ensure that specific customers or families are excluded from receiving discounts, allowing for more tailored invoicing practices. If you have any questions or need assistance, feel free to reach out for support.