Invoices: Adding/editing discounts

[EmilyTapestrySupport]

In this tutorial we will be going through how to add and edit discounts through the Booking feature.

As a setting, you may have different discounts you want to apply to different children. This could be from sibling discounts to staff discounts.

Let's get started!

 

Adding discounts

Start by going to the 'Booking' tab at the top of the page (1), navigate to 'Config' on the left hand side (2), and then 'Discounts' (3). 

 

 

Any discounts that have already been added will appear on this page (1). To add a discount, select 'Add Discount' (2). 

 

 

In the pop-up box, you can add the details of the discount. Start with the name (1) and then add the discount as a percentage (2). You can also choose to make the discount 'Active' or 'Inactive (3). You may be setting the discount up in advance so may choose to make it inactive for the time being. It will be active by default. 

Then, you will need to choose which type of booking or charge you would like to apply the discount to (4). You can select as many of these needed. The options are; Bookings on regular schedules, Extra bookings, and Regular schedule extra charges & ad-hoc extra charges. When you are happy with the details, select 'Save Discount' (5). 

 

 

Back on main discount screen, you will see each discount along with its details. You can see the name (1), the percentage of the discount (2), its status (3), and what the discount is applied to (4). 

To show any of your inactive discounts, tick the box 'Show Inactive' (5). 

 

 

Now that you've added a discount, you will be able to apply it to individual children.

 

Editing discounts

To edit a discount, navigate back to Config > Discounts (1). Then, select the pencil icon next to the discount you want to edit (2). 

 

 

When the pop-up box appears, make your necessary changes and click 'Save Discount' when you are done (1). Please note that any changes made to the discount will only affect new invoices for the children with the discount. You will see it updated on the discounts screen. 

 

 

Something else to note is that if you make a discount inactive, then it will be removed from all of the children who have it applied to their accounts. If you make it active again, you will need to return to the children's dashboard and add it again through their finance tab. 

 

 

So that's how to add or edit a discount on Tapestry. This tutorial then talks you through how you can apply a discount to a child.

 

 

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