Applying concessions and sibling discounts

A concession reduces what a student pays on every challan, either by a fixed amount or a percentage. Use concessions for staff children, merit awards, hardship cases and sibling discounts, so the reduction is recorded and repeated each month instead of agreed verbally.

Before you start

• Student concessions must be switched on for your campus. If Student Concessions does not appear under Fee, ask your administrator to enable it in campus settings.
• Concession types (policies) should be defined first. These are managed under Configurations > Concession Types, usually by an administrator.
• If you do not see these options, they may not be included in your plan or your role may not have permission; ask your administrator.

Steps

Define a concession type

1. Go to Configurations > Concession Types and click Add New Concession.
2. Enter a Concession Name, for example "Sibling discount" or "Staff child".
3. Choose the Mode (Fixed or Percentage), the Amount, and which Fee Head it applies to, or All Fee Heads.
4. Set enforcement. Strict means campuses cannot change the value; Flexible lets each campus adjust it per student.

Assign a concession to a student

1. Go to Fee > Student Concessions and open the Assign Concession tab.
2. Search for the student and pick them under Select Student.
3. Under Select Policy, choose the concession type.
4. For a flexible policy, choose Select Mode (Fixed Amount or a percentage of fee) and enter the Concession value.
5. Save. The concession appears in the Concessions List tab.

Handling sibling discounts

There is no automatic rule that detects siblings and applies a discount. The usual approach is to create a concession type such as "Sibling discount" and assign it to each child who qualifies, for example the second and third child in a family. Students linked to the same family appear together in family records, which makes it easy to check who should receive it.

Assign many at once

1. Open the Import Concessions tab.
2. Use Download Sample File, fill in one row per student, then choose the file under Select Excel File and upload.

Good to know

• Concessions apply to challans created after you assign them. Challans already created are not recalculated. To adjust one existing challan, you can add a concession from the student's record on the Collect Fee screen.
• Strict concessions cannot be edited per student; change the type itself instead.
• For a one-off discount on a single month's batch, use Apply one time Concession? when creating monthly challans instead of a permanent concession.
• The Fee Concession Report in fee reports shows what was granted, so you can review concessions each term.

Common questions

Can a concession apply to tuition only and not transport?

Yes. Choose a specific fee head when you define the concession type instead of All Fee Heads.

For an overview, see Fee Management.