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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 10 months 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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