Discount rules

What it is

Rules that reduce fees for families who qualify.

Why it matters

Applies agreed reductions the same way every time, with a clear record.

When to use it

Principals set the rules and limits; staff apply them to eligible students' bills.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Fees to open it.
3. Click Discount rules.

What you see

Discount rules · click the picture to enlarge

Buttons on this screen

• New discount rule — opens a form to add a new one. See Filling in the form below.

Filling in the form

1. Click the New discount rule button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (5 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Discount rules · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Code *	text	A short code for this discount, such as SIB-10. Must be unique.
Name *	text	A clear name for the discount, such as Sibling discount.
Basis *	choose	Pick what decides whether the discount applies.
Kind *	choose	Pick whether the discount is a percentage or a fixed amount.
Active	switch	Tick to let this discount be used. Untick to switch it off.
Percent	number	The percentage taken off, such as 10 for ten percent.
Fixed amount (minor units)	number	The flat amount off in the smallest money unit. Type 500 for 5.00.
Currency	choose	Pick the currency the fixed amount is written in.
Cap (minor units)	number	The most the discount can give, in the smallest money unit.
Scope *	choose	Pick which fees the discount applies to: all of them or one fee.
Fee head	choose	Pick the one fee this discount applies to.
Requires approval	switch	Tick if someone senior must approve before this discount is used.
Approval threshold (minor units)	number	Discounts above this amount need approval, in the smallest money unit.
Applies automatically	switch	Tick to give this discount without anyone having to ask for it.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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