If a member qualifies for a discount after an invoice has been generated, or if you want to apply a discount during pre-registration, you can adjust the invoice amount manually. Below are two methods to apply a discount: during pre-registration or on an existing invoice.


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Option 1: Add discount during pre-registration

For instructions on how to register a member, see Registering members for a service.

  1. Select the service where you want to pre-register the member. Add the member to the service and then drag their name to the relevant option on the right-hand side.


  2. In the window that opens, enter the discount amount. Select Confirm to save your changes.


Option 2: Apply a discount to an existing invoice


  1. Go to the Service overview and select the relevant service.
  2. Locate the member on the right-hand side of the screen. Click the three-dots icon next to their name and select Add Transaction.
  3. A window will open. Select Discount as the Transaction type. 
  4. To view the updated invoice, click the three-dots icon next to the member's name again and select Go to invoice.


Alternative method: Through the member's profile

  1. Search for the member using the search box or find them in the group and click on the profile.
  2. Select Invoices on the right-hand side.
  3. Click the invoice number of the invoice you want to update.
  4. Go to the three-dots icon next to View Invoice and select Add Transaction.
  5. In the pop-up window, select Discount as the Transaction type. You can enter a fixed amount or a percentage. Select Create transaction to apply the discount, and the invoice amount will be updated accordingly.


Once the discount is applied, the invoice will reflect the new total. The member or guardian can then go to their unpaid invoices to complete the payment.

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Keywords: discount, invoice, transaction