Reduction rules
Create reusable fee discounts, assign them to students, and understand how they differ from one-off payment discounts.
Reduction rules are reusable discounts — for example a sibling discount or a staff-child reduction — that you define once, then assign to students. When applied, they lower the amounts on the student's installments. They are separate from a one-off discount you type at payment time.
Who this is for
Administrators setting school-wide discount rules and applying them to students.
Open the catalog
Go to Finance → Reduction Rules. Rules belong to the academic year selected in the year switcher.
Create a reduction rule
Add a rule
Click Add Reduction Rule.
Fill in the rule
| Field | Required | Notes |
|---|---|---|
| Name | Yes | e.g. Sibling discount. |
| Scope | Yes | Entire subscription (whole plan) or Specific fees (pick one or more fees). |
| Description | No | Optional notes. |
| Discount type | Yes | Percentage or Fixed amount. |
| Value | Yes | Greater than zero; percentages cannot exceed 100. |
| Fees | If scope is Specific fees | Which fees the reduction applies to. |
| Levels | No | Limit the rule to certain levels. |
| Priority | No | Lower numbers apply first when several reductions stack on the same installment. |
Save
Create (or Save when editing). You can later Activate / Deactivate or Delete a rule from the list.
Assign a reduction to a student
Rules in the catalog do nothing until they are assigned.
Open the student's reductions
Open the student, go to Payments, then choose Reductions.
Assign
Click Assign Reduction, pick an active rule, and confirm.
Assignment statuses
| Status | What you can do |
|---|---|
| Active | Suspend or Remove. |
| Suspended | Reactivate or Remove. |
| Expired | Shown for history — no actions in the list. |
On the same page you may see context such as Staff Child or Enrolled siblings. Those cards are informational — they do not auto-assign a reduction.
Reductions vs payment-time discounts
| Mechanism | Where | Effect |
|---|---|---|
| Assigned reduction | Student → Payments → Reductions | Stored on the student; installments show the reduced amount. |
| Apply discount | When recording a payment | One-off on that payment only — not a lasting student reduction. |
See Record a payment for collecting against installments.
Tips and best practices
- Create the catalog rules before enrollment season, then assign as you enrol students.
- Use Priority when a student might get more than one reduction on the same installment.
- Prefer a named rule over repeated one-off payment discounts when the same discount applies every month.