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 might differ depending on the client. Some might get scholarships, some might get special discounts and there are many other reasons for prices to vary from client to client. For this, you do not need to change your default fee. Rather you can change the product fees and add discounts for one particular client's application when required.

To view product fees in Interested Services, you must have already selected a preferred product along with Partner and Branch.
Step 1: Simply click on this View icon of the added interested service, which opens a pop-up window.



Step 2:  Then select the Edit icon to Product Fees to update the fees.



Step 3: Similarly on the Application page, you will be able to view the product fees section by scrolling down on the right-hand side.



Step 4:  To update product fees in Application, simply click on the edit icon next to the Product Fee section. This will open a Product Fee pop up, where you will be able to edit the product fee details.


Step 5: A Product Fee pop up, where you will be able to edit the product fee details.





The product fees pop-up window lets you update many aspects of the fees of the particular product. We will skip the Fee Option Name and Country of Residency since this is taken care of by your system admin. 

Let's start with Installment Type. Installment Type allows you to choose the right installment type for the product, such as Per Semester, Per Term, Per Year, or Per  Week. For some products that don't have installments, choose Full Fee from the installment type.

Now let's look into the Product Fee Table. 

The row starts with Fee Type. You can select fee types such as Tuition Fees, Administration Fees, Enrolment Fees, Visa Fees, Service Fees, and many other fees.
Following Fee Type, enter Per Installment Amount and then Number of Instalments. This will auto-calculate the total Amount for the given row. You can add another row by clicking the Add Fee button and follow the same process for other fees. 

In addition to the fees, you can also add Discounts given to clients by simply entering the Discount Amount per installment and then number of installments here. Please remember this is not the scholarship given by the partner but is an internal discount given to the customer from the Agency side. This discount amount reduces the Net Revenue Amount in Sales Forecast.

Please be advised that changes in this Product Fees will only impact the given Interested Service or Application of the client, but not others.



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