Cancel a Discount

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Useful Information

Cancel discounts given for Dinners, Extended day clubs or Trips and events following the instructions below

Cancel a Dinner Money or Extended Day Discount

  1. Click on the Dinners or Extended Day tab

  2. Select the Reports button on the right hand side

  3. Generate the Discounts and write-offs report for the required date range to get a list of the discounts

  4. Locate the pupil and click on the red Payment button next to their name

  5. Click on Payment history

  6. The discount will be displayed

  7. Click on the Discount line

  8. Click on Cancel transaction (at the bottom left)

  9. Select a reason

  10. Click on Done, Close window, Done

  11. The child's balance will be updated accordingly




Cancel a Trip Discount

  1. Click on the Trips and events tab

  2. Select the Reports button at the bottom right hand side

  3. Generate the Trip Balances Report for the trip in question

  4. This will give a list of pupils who have had discounts on this trip

  5. Double-click on the trip to open it

  6. Locate the pupil and click on the red Payment button next to their name

  7. Click on Payment history

  8. The discount will be displayed

  9. Click on the Discount line

  10. Click on Cancel transaction (at the bottom left)

  11. Select a reason

  12. Click on Done, Close window, Cancel

  13. The child's balance will be updated accordingly



For further help see:

Discount a Pupil

Refund a Pupil

Write Off a Pupil's Balance



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