Set up discounts and scholarships

Both lower what a family owes, in different ways. A discount is a reusable template, like a sibling or staff rate, that applies to any matching invoice. A scholarship is a grant for one family, with its own dates, amount and funding source. Use a discount when the same rule applies to many families, and a scholarship when the aid belongs to one family. This is for directors and school admins.

On the web, open Billing, then Billing settings. You'll find Discounts and Scholarships tabs. In the app, open the Billing tab, then the settings icon at the top.

Create a discount

1. On Discounts, choose New discount.
2. Enter a Name. Families see it on the invoice line.
3. Pick a Kind: Sibling, Staff, Longevity, Military, Employee, Prepay or Custom. The page groups discounts by kind.
4. Choose the amount type: Flat amount or Percent. The web labels this Amount type, and the app labels it Amount kind.
5. Enter the value. A flat amount is in dollars. On the web, Percent off is in hundredths, so 1000 means 10% off. In the app, Percent is a whole percent, so 10 means 10% off.
6. For a Sibling discount, set Applies to student # (sibling rank). Enter 2 and the second enrolled child and every child after gets it. The app calls this Applies starting at sibling #.
7. Add an Eligibility note if it helps. It's for your staff only.
8. Choose Create (Create discount in the app).

Turn on Auto-apply and Clear Day adds the discount to every matching invoice on its own. Leave it off and the discount stays a template you attach by hand. On the web, automatic discounts carry an Auto-apply tag.

Give a scholarship

1. On Scholarships, choose Grant scholarship (New in the app).
2. Pick the family. On the web you enter the numeric Family ID, which is in the address of their family page. The app gives you a searchable picker.
3. Enter a Scholarship name, the amount type (Discount type on the web) and the amount, and a Start date. Leave End date (optional) blank to keep it open-ended.
4. Add a Source, the fund or program behind the grant, plus the grantor's name and contact and any notes.
5. Choose Create.

A family can have only one active scholarship. If one already exists, you'll be asked to confirm: Revoke existing & create new on the web, Archive existing & create new in the app.

Archive and revoke

On Discounts, choose Archive. Invoices that already carry it keep it, and you can't assign it again. Switch on Show archived to see them.

On Scholarships, choose Revoke. It stops applying to future invoices, but credits already issued stay. Switch on Show revoked to see them.

In the app, open the discount and choose Archive discount, or open the scholarship and choose Archive / revoke grant. Archived ones sit under an Archived heading in the list.

Nothing is deleted, so your billing history stays whole.