Chapters may offer a discount on their member's dues and fees. Whether it's a pay-in-full discount, Early payment discount, or a scholarship they qualified for we recommend adding a charge to account for that discount.
We recommend billing the member for the full amount and then adding a charge to reflect the discount. That way there is no confusion as to why the member was billed the amount they were and creates a clear paper trail for any future admin to reference.
The Charge Module allows you to customize the charge templates to assess your members. You have the freedom to make a custom template to show a discount or scholarship. The main thing to note is that you will be adding a NEGATIVE charge to reflect the discount.
Invoice Tab > Charges Tab > Select Add Charges and assign a negative charge.
To assign a negative charge:
Use an existing template or create a new negative charge template labeled with the name of the discount. To make account adjustments, you would add a (-) in front of the amount and assigning it to the member. It’s helpful to add a description of the discount on the charge template before you assign it by clicking the Edit blue pencil and updating the description section.
We recommend making sure the discount is coded to the correct COA "Chart of Account". So your reporting reflects the discount correctly.
Note: Once this charge is assessed it will be a pending charge, and you can also always edit a pending charge until it is invoiced.