Edit an Existing Discount

Discounts attach to various conditional fee discounts, such as local-resident discounts, early registration discounts, manual/custom discounts, program registrations, or facility rentals. This article will show you how to edit an existing Discount.

Instructions

1. Log in to Recreation Management

2. Navigate to the Configuration tab, and then Financial Settings, then select Discounts

3. Click the Edit tool (pencil icon) next to the discount you want to modify

4. Make desired changes to Discount Settings

   Note:

   The available fields will differ depending on the Discount Type.

   • Discount Name: Adjust the name of the discount

   • Discount Type: Select the category of discount from the drop-down

   • One Time Discount: Check 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: Enter the default discount amount, either in dollar or percentage format

   • 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

5. Select Save Discount