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All collectionsKnowledge BaseProduct Fees, Sales Forecast & Payment SchedulingUpdating product fees & discounts in interested service and application

Updating product fees & discounts in interested service and application

How to update product fees and discounts in interested service added for the contact?

Product fees often vary from client to client due to factors like scholarships, internal discounts, promotional offers, or special partner agreements. Agentcis provides a flexible way to customize product fees and apply discounts for specific clients without altering your default pricing structure.

This ensures pricing accuracy while maintaining consistency across your system.

Before You Begin:
If you haven't yet added an Interested Service, refer to this guide to get started:
πŸ‘‰ How to Add an Interested Service

When Can You Edit Product Fees?

You can only view and edit product fees after selecting a Product, Partner, and Branch within the Interested Service or Application.

Editing Product Fees in Interested Services

Before You Begin:
If you haven't yet added an Interested Service, refer to this guide to get started:
πŸ‘‰ How to Add an Interested Service


Step 1:Go to the Contact Profile β†’ Interested Services tab β†’ Click the View icon on the desired Interested Service. This opens a slider on the right.

Editing Product Fees in Applications

Before You Begin:
If you haven't yet added an Application, refer to this guide to get started:
πŸ‘‰ Adding Applications and Details

Step 2: On the Application page, scroll down the right-hand panel to find the Product Fee section.

Step 3:Click the Edit icon next to the Product Fee section.

Step 4:A Product Fee pop-up will appear where you can make necessary changes.

Understanding the Product Fee Pop-Up

Installment Type:

Choose how the client will payβ€”options include:

  • Per Term

  • Per Semester

  • Per Year

  • Per Week

  • Full Fee (for one-time payment)

Product Fee Table:

Each row allows you to specify:

  • Fee Type (e.g., Tuition Fees, Enrolment Fees, Visa Fees, etc.)

  • Per Installment Amount

  • Number of Installments

The total fee is automatically calculated based on the amount and number of installments.

Click "Add Fee" to add more rows for additional fees.

Adding Discounts

In the same pop-up, you can also add internal agency discounts:

  • Enter Discount Amount per installment

  • Enter the Number of Installments

πŸ”” Note: These discounts are not scholarships from the partner, but internal discounts offered by your agency. The discount will be reflected in the Net Revenue Amount in the Sales Forecast.

Important Notes:

  • These changes only apply to the specific Interested Service or Application and do not affect the default settings or other clients.

  • The Fee Option Name and Country of Residency are managed by your system admin and cannot be edited here.

By using this feature, you can offer tailored pricing to your clients without compromising your system-wide fee settings, ensuring both flexibility and accuracy in your service flow.

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