In Teachworks, there are currently two ways to apply discounts:
- By applying a permanent discount on the student profile.
- By manually applying a discount to an invoice.
1 - Discount on student profile.
To add a discount to a student profile go to the Student Profile > Edit > Scroll down to "Billing Details" and enter a percentage under "Student Discount %".
This discount will then be applied to the cost of any lessons you schedule for this student. The discount does not affect lessons scheduled previous to adding the discount. If you wish to apply the discount to a lesson that was already scheduled, you will need to update the lesson following these instructions: Applying new cost to existing lessons.
2 - Discount on invoice
You can also add a percentage discount to the invoice. The discount needs to be added per line item as a percentage. You can add the discount as you are creating an invoice, or you can edit the invoice to add a discount after the invoice is created. The discount is calculated automatically after the percentage discount is entered.
Note: You can change your settings to hide the discount column on your customer invoices if there is no discount, or you can choose to always display it. To modify these settings, go to Account Settings > Invoice Settings > Discount Column > Select "Show" or "Hide".