Post a Credit - Groupon Credit Example

Family purchased a Groupon for 50% off 1 month's tuition and is using it towards their March tuition fee of $100.

  1. Ensure you are viewing the correct family. Click the Payment button.
  2. Change Pmt Type to Account Credit.  Note:  It is very important that you change the payment type to make sure that the amount is not included in your revenue reports. A warning pop-up will display, If Pmt Type value is NOT equal to 'Payment', the following reports will NOT balance: Paid Fees Summary and Revenue Summary. This is to advise you that the payment will not be included in these reports. Click OK.
  3. Select Groupon from the Method drop down list. See Drop-down Lists if you have not yet created this payment method drop-down value.
  4. Optionally, add a Note.
  5. Enter the discounted amount in the Payment field.
  6. Click the Apply Amt field for the correct tuition fee.
  7. Click Save Payment.

The Groupon credit is added and linked to the tuition fee. The fee still has a pink Date Paid field because it was only partially paid. The family now owes only $50 for March tuition ($100 - less the Groupon).