Gift codes allow you to give a discount to a parent and have them apply it through your portal the same way they make an online payment. When you add a gift code to a parent, they can apply it to their balance in any way you allow through your portal online payments. For example, they can choose to just apply it to the Balance and the system can apply the funds appropriately, or they can select Other and select the specific fees to pay for.
To set up a gift code for one parent, go to your main Parents page, select the parent, and click Gift Codes in the left menu. Then click Add Gift Code.
Enter the details for the code and when you are done click the Save button.
There are options to help you calculate the amount if the gift code should be based on the family's balance or tuition rate.
You can now see the gift code added for the parent with the remaining balance shown, along with the option to Edit or Delete.
If you need to add gift codes to multiple parents at one time, you can do that from your main Parents page. Begin by going to Parents in the main menu, then check the boxes for the parents that should receive the gift code. Next, look under the Parent Actions button for Add gift code for selected Parents.
You can now add a gift code to all of the checked parents at one time. Keep in mind that if you use a Calculated Amount there is a chance that a parent may not have a code added. For example, if you add a code for 50% of their current balance and the family does not owe anything at that moment, the calculated amount would be zero and they would not have a gift code saved.
When you have added a gift code to a parent, they can use that at any time in your portal by going to Online Payments.
The system checks the code entered, the expiration date, and the balance remaining. If the code is valid the parent can apply that to their payment.
They are now able to finish the payment for the remaining amount if the gift code does not cover the full amount being paid.
When a gift code is applied it appears in the student's Journal History and is logged as a non-revenue credit for your reporting.
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