Family Record, Financials Tab - Coupons

Coupons in the system allow administrators to advertise specific discounts as marketing or use coupons as a reward for families in the center. Before setting up coupons, Revenue Type Valid Values, Type - Fee Valid Values and Rate Categories must be setup. Coupons can be applied as a one-time coupon or for multiple billing periods.

Adding a Coupon to a Student

1. From the Family Record, click the Financials tab.

2. Click Actions > Coupons. Please Note: If applying a coupon to a split family, a sponsor must be selected from the drop-down first.

3. The Coupons section will display current coupons being applied to the student(s) within the selected family. To add a new coupon, complete the Coupon Information section:
   

   1. Choose which student to apply the coupon to from the Select Student drop-down. Please Note: If a coupon should apply to multiple children, the coupon must be added to each child individually.
   2. Use the Select Coupon drop-down to choose which coupon to apply to the selected student.
   3. Enter the Redemption Code to apply the coupon. This field is only required if 'Coupon Number Required' is set to Yes on the Setup Coupon screen.
   4. The Coupon Amount should auto-fill with the correct amount. If the coupon allows overrides, enter the new amount.
   5. Select an Apply on Date. This option is only for coupons that have 'Allow Alternate Apply Date' set to Yes in the setup.
      1. If the Apply on Date option does not display, the coupon will be set to Pending and staff can choose to Apply it.
      2. If staff does not manually apply the coupon, a batch job runs to approve these types of coupons.
   6. Choose whether to Split Coupon Amount Between Parents. This option is only available if there are two paying sponsor parents in the split family.
      1. On the Family Record > Parents tab, the Sponsor field must be set to Yes with a Percentage Paid greater than zero.
      2. If Split Coupon Amount Between Parents is set to Yes, the coupon will be applied to both parents' ledgers.
      3. If Split Coupon Amount Between Parents is set to No, select which parent to apply the coupon to from the drop-down.
   7. Enter any additional notes in the Notes section.

4. Click Save to apply the coupon.

Apply a Pending Coupon

If a coupon does not have an Apply On Date, then the coupon is added as Pending.

• To apply the coupon on the current date, click Apply.
  
• Then click OK.