Discounting Costs and Waiving Fees

Goal: Because of a scholarship or volunteer contract, you need to partially or completely reduce a student's fee on a particular cost.

From the Financial dashboard:

Step #1: After you create a bulk cost for the normal, full amount, navigate to the cost details by clicking "View."

Step #2: Find the student whose cost needs to be discounted or removed and click "Edit."

Step #3: Adjust the "Amount" to the discounted cost you need and add a reason for your records. Click "Save."

Now your student has the correct amount of that cost applied to them! You should be able to see them at the bottom of that cost's details under "Students with a discount."

From the "Members" page (cost already created):

Step #1: Search for the student you want to discount or waive a fee for by typing all or part of their name in the search bar and then click "View":

Step #2: Scroll down to see their "Costs" and click "Edit" on the cost that should be waived or discounted:

Step #3: Adjust the "Amount" to correct amount and add a reason for your records. Click "Save."

Now your student has the correct amount of that cost applied to them! You should be able to see them at the bottom of that cost's details under "Students with a discount."