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Understanding Fee Waivers and Discounts

Administrators have the ability to configure application fee discounts. This can be used to reduce or waive the application fee. The new "Application Fee Discount" field is a currency field on the Application object.

  • Any amount entered into the “Application Fee Discount” field will be subtracted from the application fee. A workflow can be used to update the field based on logic defined to reduce or waive the application fee.
  • If a discount is greater than or equal to the application fee, it will display as a fee waiver to the applicant, allowing submission without payment.
  • The discount and new payment amount are displayed to the applicant before submission.

Display of applied discount

 

You can create a Flow to assign discounts. Create a new field called ‘Coupon Code’  and add to the Application Form. When the applicant enters a value in the Coupon Code field, it is saved to Salesforce, and the Flow process can populate the Discount field with the appropriate amount for the discount. Flow rules can be as simple or complex as needed. See the Salesforce Help & Training article, Flow Builder, for more information.

 

 

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