HOW TO DISCOUNT A SURCHARGE
Find the application/invoice you as a staff member want to discount.
There are a variety of ways to do this:
- Conduct a Quick Search by Invoice Number
- Link from the Company/Individual Record to the invoice in question
- Search for the Application/Invoice in the module
For this example, we’re finding and discounting a Membership Application generated with a Credit Card Surcharge on it
Go To Members – Applications – Organization Applications Search
Use appropriate criteria to locate the Application in question
Then click the ‘eye’ icon – the icon furthest to the right – to view the Application
Scroll down and look at the Invoice Details section and confirm there is a surcharge on the invoice
Scroll back up to the Invoice Information section
Click on Apply Discounts link
The Finance – Enter Discount page is shown
Go to the Discount Information section
Enter a description in the field, to reflect it is a surcharge discount. (Whatever phrase your association uses is appropriate)
CRITICAL: Remove the amounts that you do NOT want to discount. I.e., The dues amount in the Member Renewal line item should be replaced with a 0 (zero) as you do NOT want to apply any discount to that line item. Keep the surcharge number in place as that is what you DO want to discount.
Click the Save/Continue button
Confirm under Invoice Information you see the amount in Total Discounts.
This discount and description will display both on the staff view of this invoice and on the members/users view, so that the member/user will know that the surcharge has been waived for them.