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How do I give an owner a discount?
How do I give an owner a discount?

Provide discounts to good clients

Adam Steiber avatar
Written by Adam Steiber
Updated over a week ago

In Ardex discounts are applied from the horse ownership level.

You can set up a default discount for an owner so that any time the person is added as an owner to a horse, the default discount will pull through.

However you have the ability to set different discounts for different horses for the same owner.

To give owners a discount on their bills:

  1. Go to the Horses tab

  2. Click on the required Horse

  3. Go to the Owners tab

  4. Click edit share next to the owner you wish to discount

  5. Enter the discount % in the discount box

  6. Click Update Share

If you are adding a new owner to a horse and wish for them to have a discount, you can add the discount % in the discount box and click Add New Share.

If the owner has a default discount set up, the discount % will already be set and you can click Add New Share.

Within the Month End process you will be asked whether you wish to give a discount to selected owners within Step 5. Untick those whom you don't wish to charge interest on overdue balances and then click Process


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