Teachworks offers two ways to apply discounts to your customers. Choosing the right method depends on whether the discount should be automatic or a one-time adjustment.
Method 1 - Applying a Discount on a Student's Profile
Use this method to apply a recurring discount that will be applied automatically to every invoice generated for a specific student.
Click on "Students" and then click on "Students".
Click on the "Edit" button to edit the student's profile.
Click on the "Billing" tab.
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.
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 an existing lesson, you will need to update the lesson following these instructions: Applying New Costs to Existing Lessons.
Method 2 - Applying a Discount Directly on an Invoice
Use this method to apply a one-time or line-item specific discount directly to an individual invoice. This is ideal for one-off credits, promotions, or cases where a discount should only apply to certain services.
You can add a discount while creating a new invoice or by editing an existing one:
Click on Billing and then click on "Invoices".
Click on the "Create Single Invoice" option (Create) or click on the "Edit" option (Edit).
Enter the discount percentage for each specific item in the "Disc %" field.
The software will automatically calculate the new total.
Submit the form to save your changes
NOTE: You can change your settings to hide the discount column on your invoices if you don't offer discounts. To modify these settings, follow these steps:
Click on Account and then click on "Account Settings".
Click on the "Finance & Operations" tab.
Scroll down to the "Invoice Layout & Content" section.
Set the "Discount Column" setting to "Hide".
Submit the form to save your changes.