You can now select the order discounts are applied to an invoice - in the way that is most beneficial to the registrant or most beneficial to the organization in one easy step.
- On the Navigation menu, click Set Up, and then click Financials.
- Click the Discounts tab
- Once you are on this tab, you will see two options:
"Benefit the Registrant" which will apply discounts in the order that would allow the registrant to receive the greatest possible discount they are eligible for.
"Benefit the Organization" which will apply discounts in the order that would be most beneficial to the organization.
By default, the discounts are set to benefit your organization. However, if your organization would like to apply discounts to benefit the registrant, all you need to do is select 'Benefit the registrant'.
Here's how it works:
When we have several discounts for the same item, this configuration will determine which type of discount is applied first. If we want to favor the organization, the fixed discounts will be applied first and if we want to favor the client, the percentage discounts will be applied first.
For example: we have a class that costs $200 with 2 discounts, one of 10% and another of $20.
- If we want to give the biggest discount to the student, we first apply a 10% discount and then the $20 discount, that would leave us a total to pay of $160
- If the org wants to keep if for themselves, we first apply the $20 and then the 10% discount, that leaves us a total to pay of $162.
Learn more about Working with Discounts.