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How to Add a Discount to an Individual Payment Plan

How to Add a Discount to an Individual Payment Plan

Learn how to add individual discounts to current Payment Plans

Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

Follow these steps to add multiple Discounts to an Individual Payment Plan (NOT a Payment Plan on an Enrollment Period, but one that is customized for a certain Enrollee).

Step 1 - Find Enrollment Card/Payment Plan

On the Enrollee's Billing page, scroll down under "Tuition/Active Enrollments" to the Future Invoices and Payment Plans box. Click on the Edit button.

Step 2 - Add Discount

Under Scheduled/Installment/Subscription Payments, click the blue dollar sign beside the Charge Item (i.e., "Class Fee") to add the Discount.

Step 3 - Edit Discount Item Name

Edit the Discount name by clicking the pencil icon.

Step 4 - Add Amount and Save

Add the amount of the Discount and click Save.

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