Finance
Fees and Discounts
Set up reusable prices and approved discounts before staff create charges.
Use fee definitions and discount definitions before real collection starts.
Fee Definitions
A fee definition is a reusable price. Staff use it later to create a charge for one student.
| Field | Meaning | What it affects |
|---|---|---|
| Fee kind | Registration fee or course fee. | Which workflow can use the price. |
| Scope | Where the price applies. | Global, course, or session pricing. |
| Course or session | The academic item for a course fee. | Which enrollments can receive the charge. |
| Amount | Price before discounts. | Charge subtotal. |
| Effective from / to | Valid date window. | Whether the price is available now. |
| Active | Whether staff can use it. | Live charge creation. |
| Notes | Internal explanation. | Review and handover. |
Fee Scope
| Scope | Use it for |
|---|---|
| Global | Registration fee. |
| Course | Same price for a course across sessions. |
| Session | Special price for one session. |
Keep one clear active price for the same course or session during the same date period.
Discount Definitions
A discount definition is an approved percentage discount. Staff can apply it while creating a charge.
| Field | Meaning | What it affects |
|---|---|---|
| Code | Short discount identifier. | Search and review. |
| Name | Human-readable discount name. | Staff selection. |
| Scope | All, registration fee, or course fee. | Which charges can use it. |
| Percentage | Discount rate. | Reduced charge total. |
| Effective from / to | Valid date window. | Whether the discount is available now. |
| Active | Whether staff can use it. | Live charge creation. |
| Notes | Internal explanation. | Review and handover. |
Discounts affect new charges created with that discount. They do not rewrite old charges.
Check Before Leaving
- Registration fee exists and is active, if used.
- Course or session fees exist for live courses.
- Amounts and dates are correct.
- Discount scope matches the real policy.
- Old prices or discounts are inactive when staff should stop using them.