Discount rules

Module location

You can access the module in Management > Settings. Then on the Payments tab click the Discount rules link.

Creating a new discount rule

• Click the button with the “+” icon.

• In the dialog that appears, enter the discount name. 

• Choose one of the options and fill in the related fields:

  • Amount – choose a specific discount amount

  • Percentage – set the discount as a percentage

  • Not set – you choose the type and amount of the discount only when assigning this discount to a payment

• You can add an internal note to the discount. 

• Then press the OK button to create the new discount rule.

Managing discount rules

• Editing and deleting: Discount rule records can be edited or deleted at any time if the member has permission to do so. When a discount rule is deleted, the discount remains applied to the specific payments.

• Showing payments with a given rule: In the list of discount rules, click Show payments on the row of the specific rule. You will see a summary of all payments to which the given discount rule is applied.

Permissions and access

Managing bank accounts and cash registers requires write permission in the Settings and Payments modules.