Discounts

Discounts are percentage-based reductions that you can apply to Opportunities, event orders, and invoices to offer customers money off their purchases.

When applied, a discount affects course registration fees and any invoice items marked as discountable.

If you need to apply a fixed-amount discount instead of a percentage-based one, use an Item.

On this page

• Add a discount
• Edit a discount
• Delete a discount
• Archive a discount

Add a discount

1. Go to the Control Panel.
2. Select Discounts.
3. Click + Add to open the dialog.
4. Enter a name for the discount.
5. Choose Specific to make the discount available to a specific Company, or choose All to make it available to all companies.
6. Enter the percentage rate. For example, enter 10 for a 10% discount.

The discount appears in the Discounts table.

Edit a discount

1. Select the discount row you want to edit to open the dialog.
2. Make your changes.
3. Click Save.

The Discounts table updates with your changes.

Delete a discount

1. Select the discount row you want to delete to open the dialog.
2. Click Delete to open the confirmation dialog.
3. Confirm with OK.

You can only delete discounts that have not already been applied. If a discount has already been used and you need to remove it from the list, archive it instead.

Archive a discount

1. Select the discount row you want to archive to open the dialog.
2. Click Archive to open the confirmation dialog.
3. Confirm with OK.

Archived discounts no longer appear in the Discounts table and cannot be applied.