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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.

Assign Add-Ons and Discounts

  • Updated:

This article will show you how to assign Add-Ons and Discounts to Activities, Facilities, and POS Items. The process shown below will illustrate the exact process for Activities, but the same steps apply for each type of item.

 

 

Instructions

  1. Navigate to Activities > Activity List
    activities, activity list
  2. Expand an Activity
    expand
  3. Select Edit Session (pencil icon) next to the desired session
    edit session
  4. Select the Pricing tab
    pricing
  5. Click Add Add-On and Add Discount to add an Add-on or Discount, respectively
    add add-on or discount
  6. Use the drop-down menus to select an Add-on or Discount
    select add on or discount
  7. Further configure the add-on or discount
    • Add-On:
      add on fields
      • Select Add-On: Select add-on
      • Price: Select a dollar amount ($) or percentage (%)
      • GL: Select a General Ledger (GL) Code
      • In-House: Choose when to pay
      • Online: Choose when to pay
    • Discount:
      discounts
      • Select Discount: Select discount
      • Price: Select a dollar amount ($) or percentage (%)
      • GL: Select a GL Code
    • Note: Additional options may appear, based on how the Add-On or Discount is set up.
  8. Click Save Session
    save session

 

Resources

Comments

Let us know what was helpful or not helpful about the article.

1 comment

Date Votes
  • Shay Jacquez

    As easy as it is to assign a discount we need to be able to un-assign a discount.  I have thousands of POS items that I assigned a discount that no longer applies and now I am having to individually un-assign it.  PAINFUL process!

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