There are currently two methods to apply discounts for your customers in Teachworks:
By applying a permanent discount on the student profile.
By manually applying a discount directly on an invoice.
Method 1 - Applying a Discount on a Student's Profile
You can add a discount to a student's profile by following the steps below:
Click on "Students" and then click on "Students".
Click on the "Edit" button to edit the student's profile.
Scroll down to the "Billing Details" section.
Enter the discount as a percentage in the "Student Discount %" field.
Submit the form to save your changes.
NOTE: If your discount rate has a repeating decimal, make sure to include at least 4 decimal places.
The discount will then be applied to the cost of any lessons you schedule going forward for this student.
NOTE: The discount will not be applied to lessons that were scheduled prior to the addition of the discount. If you wish to apply the discount to a lesson that was already scheduled, you will need to update the lesson following these instructions: Applying new cost to existing lessons.
Method 2 - Applying a Discount Directly on an Invoice
The second method can be used to add a discount directly to an invoice using the "Disc %" field. The discount is added per line item as a percentage.
You can add the discount as you are creating an invoice, or you can edit the invoice to add a discount after the invoice is created at a later date. The discount is calculated automatically after the percentage discount is entered.
NOTE: You can change your settings to hide the discount column on your customer invoices if there is no discount, or you can choose to always display it. To modify these settings, follow these steps:
Click on Account & Settings and then click on Account Settings.
Scroll down to the "Invoice Settings" section.
Set the "Discount Column" setting to "Show" or "Hide".
Submit the form to save your changes.