Add rates, discounts, scholarships and vouchers to a schedule

• Finance
• Director
• Admin
• Needs: Billing
• Phone
• Desktop
• Draft

If you don't see this

• It needs the Billing permission. A director grants it under Manage School → Staff → Permissions.

The Rate schedule page shows the running total at the top ("Monthly tuition", Total) and the rates grouped as Tuition rates, Add-ons, Scholarships, Discounts and Vouchers.

Before you start

• Finish Set the Billing options for a schedule first.

Steps

1. Tap + Add More.

   Screenshot coming soon01 · tuition_scheduler

   The Rate schedule page with the schedule total

2. Check each rate to add (use Search Rates or the school year picker if needed), then tap Save. For a scholarship without a set price you're asked for the amount; tap Add Scholarship.

   Screenshot coming soon02 · tuition_scheduler

   Picking rates for the schedule

3. For a one-off discount, tap Custom Discount, enter the Discount name, choose Flat amount or Percentage, enter the Amount, and tap Add. A school discount with the same name is reused.
4. To change this child's price for a rate, tap the rate, enter the amount, and tap Change amount. Changed amounts show an asterisk; tap Restore to go back.
5. To remove a rate, tap its trash icon. Tap the restore icon to undo.
6. Tap Next.

Tips

• Scholarship and voucher rows show the child's award letter status, such as "Letter on file" or "No letter · Upload".
• Rows show the date each rate was added.

Troubleshooting

• "Tuition or add-on rate required". A voucher or scholarship cannot be billed on its own.
• "Schedule total cannot be negative". Discounts and scholarships exceed the charges.