Adding a Discount Payment

Applies To:    Enterprise    Plus     Basic

To Add a Discount Payment to a Single Registration
This content is relevant for Course payment method only.   InvoiceB/C users should enter discounts as line items to the client invoice.
Once a registration has been saved, follow these steps to add a discount transaction to a single registration.

1. From the Client view mode, go to the Registration tab.
2. The default select will be Assignment but you can also select Payment.  Note that if the Session filter is not "All", only Assignments and Payments that match the session filter will currently be displayed.
3. Click the dollar $ (or Euro € symbol) to the right in the same row for the course registration or existing payment.
4. The popup payment screen will display and default to Course tab with the Course Code selected.  If the Course Code field is blank, enter or select the Course Code desired.
5. Go to the Transaction tab.
6. Select the Payment Type = Discount.  Note Payment Type display is a user defined option.  If Discount is not displayed, it has been disabled and not available for selection. (Required)
7. Select the Revenue Item.  If set, this field will contain to the default Revenue Item set in the Branch Profile. (Required)
8. Enter the Amount of the discount.  If set to display the balance due in the Branch profile, the default value will be the balance due for this course registration.  Otherwise, the default value will be zero.
9. Enter any other fields required or expected by your organization.  Note that if you use the Main Menu >> Accounting >> Deposit feature, leave the Deposit Date field blank.
10. Select a Refund/Discount Reason if desired.  Refund/Deposit Reasons are user defined and can be accessed from Main Menu >> Selects >> Refund Reasons.
11. The Facility field is used to determine which Facility this transaction will display under on a deposit report.
12. If the payment is from a person other than the registrant, go to the Payer/Billing tab.
13. Select the Receipt To value to determine if the receipt is made out to the Client or the Payer.
14. Enter the Contact Person who is making the payment.
15. Click OK to save the transaction or Cancel to close and not save the transaction.

To Add a Discount Payment to a Multiple Registrations
Promo Code and Early Registration Discount transactions are automatically included when using the Multiple Payment method.

Related Topics