Last Updated 7/2/2021 REPORTER Help Documentation |
Retroactive Discounts
Apply or remove a discount after the order has been completed.
Table of Contents
Retroactive Discount
The Retroactive Discounts functionality allows the Financial Admin to apply or remove a discount after the registration order has been completed. The admin must type in a reason for adding or removing the discount and once they select the discount to apply or remove a refund will be completed or a payment due notice will be sent to the registrant.
Navigation
In order to perform the retroactive discount, the Financial Administrator will need to navigate to the Finance tab (1) in the homepage. Then under the order tabs (2) or other tabs under Finance, and find the order. Select it and click the View Details button (3). For users who do not have the ability as Financial Admin, have to contact the Financial Admin in their department or REPORTER Support (reporter_support@ncsu.edu) to add or remove discounts.
Return to Retroactive Discount
(End of ‘Navigation’)
Add/Remove Discount
Once the order has been selected, click the blue View Details button. Then click on the Add/Remove Discount button.
Add Discount
If no discount is currently applied to the order, you will see a popup to apply a discount. A reason (1) must be entered, and then you can select the discount (2) to apply. If you don’t see the discount you wish to apply for, please refer to this help guide on how to enter discounts.
Once you select the discount you wish to apply, a confirmation message will appear stating that any previous discount will be removed.
You will then be taken back to the payment details screen to see the Refunds Due field and the discount information. The REPORTER Business Office will process the refunds within 2 business days.
After a discount is applied, on the order you will see that Refund Due will be updated accordinging to the discount and refund policy.
(End of ‘Add Discount’)
Remove Discount
If you already have a discount on the order and wish to remove it, when you click on the Add/Remove Discount button a Remove Discount button will appear.
Click the Remove Discount button and provide your reason for removal. However, if you wish to select a different discount, disregard the Remove Existing Discount button and proceed to select the correct discount and enter a reason. Please note: discounts cannot be stacked - the previous discount applied will be removed and the new discount will be applied.
After the discount is removed, REPORTER will remind the user about the amount due according to the discount.
(End of ‘Remove Discount’)
Return to Retroactive Discount
(End of ‘Add/Remove Discount’)
For questions or additional information, you can view our support site at support.reporter.ncsu.edu or you can contact us at reporter_support@ncsu.edu.