This idea has been merged into another idea. To comment or vote on this idea, please visit TM17-I-760 Include Discounts in Custom Payment Allocation.
When adding a Payment using Custom Allocation, it would be helpful to include Discounts in the total payment allocation, consistent with how Blackbaud automatically allocates payments.
For families receiving financial aid or other discounts, it’s difficult to determine the correct balance due (or remaining balance due) for specific fees (like tuition) when discounts reduce the total tuition amount for the year. This is especially challenging for families with multiple children who want to pay fees for one student, with one or more discounts (e.g., a senior), before paying for the other children.
Including discounts in custom allocations would make payment processing more accurate and aligned with the system’s automatic allocation logic.