Automated Discount Rules
All automated discounts are calculated per invoice. The rules established in this section are intended to automate discounts that are applied as a rule to an entire category.
Automated discounts look up an assigned billing category and apply a discount based on the grid. "Classes" will be the line item utilizing this category per invoice.
For example, if you have an automated discount rule for Recreation Tuition, your first athlete would only get discounted on their second, third, fourth+ class, and your second athlete would get a 10% discount on their first class.
Setting Up Automated Discount Rules
- Navigate to Settings > Discounts
- Find the second section titled Automated Discount Rules
- Click the green + button
- Here are the definitions for the settings:
| Setting | Description | Options & Examples |
|---|---|---|
| Name | This is just the name that will show up on the setting page | |
| Description | This will only show on the discount rule settings page | |
| Category | Select the billing category that you want the automated discount rule to look up on an invoice | These must be billing categories set up on your Settings > Billing page |
| Type | Select if you want the discount on the table to be configured by a percent or flat rate | Percentage Flat Amount |
| Chart | Discounts do NOT stack, please enter the full discount that line item and athlete should get. Line items must be on the same invoice for the automated discount rules to apply. Both charts are maxed out at 5. If you need more than 5 line items or 5 athletes configured per family please reach out to Support. |
Turning off Automated Discounts
At the Family Level: You can turn automated discounts off per family from the Family's Payment Settings page. Any invoice made for this family will not use any automated discount rule. We recommend this when you have unique family cases where the discount you provide exceeds the total from an automated discount rule. Any invoices already made will not update when changing this setting.
Per Invoice: If you delete at least one automated discount from an individual invoice, it will not automatically update with any other discount rules. If this happens by accident, by clicking More you can Enable Automated Discount rules again. The invoice will then be refreshed and the discounts that were deleted will be added back.