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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Create a Pro-Rated Discount

  • Updated:

Prorated discounts can be used to proportionately discount an activity or membership session for late registration. When a registration takes place, the system will discount based on the start of the program and the date the registration is taking place. 

 

Important Notes

  • Discounts do not apply to addons and will calculate only the main line item by default. 
  • Prorated Discounts can be used for Monthly membership terms only and the billing date must be either the 1st or the 15th. 
  • Prorated discounts do not carry over months for memberships. For example, a prorated discount will not apply for a membership set to bill on the 15th until the 16th of each month. 

 

 

Instructions

  1. Login to Recreation Management 
  2. Navigate to the Configuration Tab 
    Navigate to Configuration.png
  3. Select Financial Settings, and then Discounts 
    Rec Financial Settings to Discounts.png
  4. Click the Create Discount button 
    create discount.png
  5. Fill out Discount Settings 
    Rec Discount Settings.png
    • Discount Name: Add a name for the discount. 
    • Discount Type: Select Pro-Rated Discount.
    • One-Time Discount: This option will be checked automatically 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: Leave this field as $0. The prorated amount will automatically be calculated. 
    • 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. 
  6. Click the Save New Discount button 
    Rec Save new discount Button.png
  7. Navigate to the Activities Tab 
    Rec Activities tab.png
  8. Select Activity List 
    Rec Activities List.png
  9. Select the Edit Pencil on the session you wish to add the pro-rated discount 
    Rec Activites List Edit Pencil.png
  10. Navigate to the Pricing Tab 
    Pricing Tab.png
  11. Click the Add Discount button
    Add discount to pricing tab.png
  12. From the drop-down list, select the Prorated Discount 
    Rec Pricing Discount Menu Prorate discount.png
  13. Fill out the discount settings
    Rec Pricing Prorate Discount Settings.png 
    • Leave the price at $0, The prorated amount will be calculated correctly based on the session fee and the date registered. 
    • Select the GL code for the discount (typically the same as the session revenue code.) 
  14. Click the Save Session button 
    Rec Save Settings Button.png

 

In-Article Glossary

The terms located in this section are listed alphabetically:

  • GL: General Ledger 

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