Overview

Providers can edit an existing recurring billing plan to add a one-time discount or subsidy to an upcoming invoice — without affecting future payments.

This is useful when:

• A family is receiving a temporary discount

• A one-time adjustment is needed

• Only the next invoice should be reduced

How to Add a One-Time Discount to an Existing Plan

1. Go to Finances & Payments → Recurring Plans

2. Find the plan for the student

3. Click Edit on the right

4. Click Next to move from Details → Charges

5. Click the pencil icon next to the charge

6. Select Add Discount or Subsidy

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7. Enter the discount amount or percentage

8. Click Save, then complete the edit flow