Creating discount templates within your payment plan templates offers significant advantages for both your organization and your clients. Discounts can enhance customer satisfaction, increase sales, and improve retention rates. By strategically applying discounts, you can attract new customers, incentivize timely payments, and promote specific services or products.
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How to create a Discount template
Access the Payment Template: Navigate to the payment plan template you wish to modify (as described in previous articles).
Navigate to the tab Discount templates
Click the button Add discount template
Discount template details
When creating a discount template, you'll need to fill out several fields:
Fields set up
Description
Provide a succinct description or name for the discount. This should clearly convey what the discount entails.
Type
Define what type of discount it is, namely:
Amount: A fixed value.
Percentage: A percentage to be deducted from the total fee amount.
Applicable fees
Select which existing fees this discount template will apply to. You can choose more than one fee if necessary.
Method
Automatic: The discount will automatically take effect once the template is completed.
Manual: The discount will require a specific code to be entered by either a staff user or the applicant themselves. If you choose this option, make sure to enter a unique CODE that users will need to apply.
Creating discount templates within your payment plans is a powerful tool that can drive customer engagement and increase sales opportunities. By following this step-by-step guide, you can easily set up discounts that cater to your customers’ needs while enhancing your business's financial performance. Start leveraging discounts today and watch your customer satisfaction soar!
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