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Workflow guide

Create percentage and fixed-amount student discounts

This guide shows how to create reusable discount templates, choose a percentage or fixed amount, assign the discount to a student or group from a start date, and verify the reduction in a student invoice.

Noah Brown invoice showing a 5 EUR fixed discount, 80 EUR total discounts, and 560 EUR final charges
Create one reusable percentage or fixed-amount discount.
Assign it to the right student or group with a start date.
Check the discount total and final lesson charges in the invoice.
Quick summary

What a discount template does

A template defines the name and value of a discount. It does not affect billing until it is assigned to a student or group. Once active, the invoice keeps the gross charges, discount total, and final charges visible as separate amounts.

From discount template to invoice result

This example uses a 5 EUR fixed-amount discount assigned to Noah Brown. His September invoice shows how the same reusable rule becomes an 80 EUR reduction across 16 discounted lessons.

Step 1

Review reusable discount templates

Open Discounts under Programs & Pricing. The list shows the template name and value, so administrators can distinguish percentage discounts from fixed amounts before assigning them.

  • Family discount is configured as 10%.
  • Loyalty discount is configured as 15%.
  • Fixed amount discount is configured as 5 EUR.
Discount templates list with percentage discounts and a 5 EUR fixed-amount discount
Step 2

Choose percentage or fixed amount

Select Add discount, enter a clear name, and choose the value type. Percentage reduces each eligible charge proportionally. Fixed amount subtracts the configured currency amount from each eligible discounted lesson.

  • Percentage accepts a value from 1 to 100.
  • Fixed amount uses the company currency shown in the form.
  • Use names that administrators will recognize in student and invoice records.
Add discount form with Percentage and Fixed amount options and a value in EUR
Step 3

Assign the template to a student

Open the discount profile and select Add student. Choose the student and the start date. The assignment determines who receives the discount and from which date it can affect eligible lesson charges.

  • The template and assignment are separate records.
  • The start date must cover the lesson dates that should receive the discount.
  • Use the Groups tab when the same discount should be assigned in group context.
Add student dialog for assigning a discount with a start date
Step 4

Confirm the active assignment

The discount profile shows assigned students and groups together with start and termination dates. Here, the 5 EUR fixed-amount discount is assigned to Noah Brown from 01.08.2026.

  • Use Show terminated when auditing older assignments.
  • Terminate an assignment when the student should stop receiving the discount.
  • Review the profile before changing an invoice manually.
Fixed amount discount profile showing a 5 EUR value assigned to Noah Brown
Step 5

Verify the discount in the invoice

Noah Brown's September invoice shows 640 EUR in gross charges, 80 EUR in discounts, and 560 EUR in final lesson charges. The course block identifies the applied template as Fixed amount discount (5 EUR).

16 discounted lessons x 5 EUR = 80 EUR discount
640 EUR gross charges - 80 EUR discount = 560 EUR final charges
Previous balance is then included separately in the final amount due
Noah Brown invoice showing a 5 EUR fixed discount, 80 EUR total discounts, and 560 EUR final charges

A fixed amount stays visible from rule to result

The discount template keeps the configured amount, the assignment shows who receives it, and the invoice reports both the accumulated discount and the final charges. This makes the reduction explainable without maintaining a separate spreadsheet.

Configured discount: 5 EUR
Discounted payable lessons: 16
Invoice discount total: 80 EUR
Discount calculation
Final lesson charges = gross lesson charges - applied student discounts

How student discounts work

These notes explain the boundary between the reusable template, its assignment, and the invoice result.

Choose the value type that matches the school's promise

Use a percentage when the reduction should scale with the lesson price. Use a fixed amount when the same currency amount should be removed from each eligible discounted lesson.

  • 10% of a 40 EUR lesson reduces the charge by 4 EUR.
  • A fixed 5 EUR discount reduces an eligible 40 EUR lesson to 35 EUR.
  • The invoice displays the configured discount and total reduction.

A template has no effect until it is assigned

Creating a discount does not apply it globally. Assign the template to the intended student or group and set the start date that should govern lesson eligibility.

  • Student assignments support individual arrangements.
  • Group assignments support a shared group context.
  • Termination dates preserve history after an arrangement ends.

Check both the discount and the invoice source records

If the reduction looks wrong, first confirm the template value and active assignment. Then check which lessons were payable and marked for discount before changing the invoice result.

  • Wrong value: inspect the discount template.
  • Wrong student or period: inspect the assignment dates.
  • Wrong lesson count: inspect attendance and billing treatment.