Prorated discounts can be used to proportionately discount an activity or membership session for late registration. When a registration takes place, the system will discount based on the start of the program and the date the registration is taking place.
Important Notes:
Discounts do not apply to addons and will calculate only the main line item by default.
Prorated Discounts can be used for Monthly membership terms only and the billing date must be either the 1st or the 15th.
Prorated discounts do not carry over months for memberships. For example, a prorated discount will not apply for a membership set to bill on the 15th until the 16th of each month.
Instructions
Log in to Recreation Management
Navigate to the Configuration Tab
Select Financial Settings, and then Discounts
Click the Create Discount button
Fill out Discount Settings
Discount Name: Add a name for the discount.
Discount Type: Select Pro-Rated Discount.
One-Time Discount: This option will be checked automatically to indicate that the discount can only be used once per checkout.
Exclusive Discount: Check if you do not want this discount to be combined with other. discounts; other discounts will be removed when this discount is added.
In House: Select to indicate if the discount is only available internally.
Online: Check to make this discount available online.
Applies To: Choose if this discount applies to Anyone Who Registers, Non-Residents Only, or Residents Only.
Default Amount: Leave this field as $0. The prorated amount will automatically be calculated.
Default GL Code: Select the applicable General Ledger code from the Drop-down menu.
Instructor Applicable: Include this discount in instructor fees when using a percentage of registration fees.
Auto-Billing Applicable: Click this checkbox to determine whether this discount is included in recurring auto-billing charges for memberships.
Click the Save New Discount button
Navigate to the Activities Tab
Select Activity List
Select the Edit Pencil on the session you wish to add the pro-rated discount
Navigate to the Pricing Tab
Click the Add Discount button
From the drop-down list, select the Prorated Discount
Fill out the discount settings
Leave the price at $0, The prorated amount will be calculated correctly based on the session fee and the date registered.
Select the GL code for the discount (typically the same as the session revenue code.)
Click the Save Session button
