Discounts

Plans supporting this feature: Growth Enterprise

Access to the discounts interface

Click on Configuration → Product catalogue → Discounts.

If you already created Discounts, you will see them in this list.

Table columns of the discounts list

First of all we will go through the different columns of this table.

Filter the list and manage column

You can adjust the view of the list by adding or hiding relevant/irrelevant columns as you see fit:

1. Click on the icon.

2. Add or hide certain columns by using the slider.

You can add filters you need regularly.

1. Click on the icon.

2. Add or remove certain filters by using the slider.

3. Click into the filter to either type into or select from the drop-down list.

Create a discount

If you would like to create a new discount, please follow these steps:

1. Click on + New.

2. The Create Discount window opens.

3. Enter a Name and a Handle.

   Note

   The Handle field will automatically overtake the content of the Name field. If you prefer to change it, you can click on the pen symbol.

4. Add a Description for internal use.

5. Choose a Discount type:

   • Fixed: Enter a fix amount in the field below.

   • Percentage: Enter a percentage for the discount you would like to apply in the field below.

6. In the Applies to box:

   • You can select order lines the discount should apply to.

   • By activating the switch “Select all” you decide to apply the discount to all order lines.

7. In the Duration box select the duration of the discount:

   • Unlimited: The discount will be applied to all future invoices.

   • Fixed count: Number of invoices the discount will be applied. E.g.3 then the next 3 invoices will have this discount.

   • Fixed period: The discount will be applied for a fixed number of days or months.

8. Click again on Create to save your changes.

9. A pop up confirms the changes you made.

You will see your new discount in the list:

Edit a discount

You would like to apply some changes on your current discount?

1. Just click on the Name of your discount in the list.
   You will access to the Edit Discount interface which gives you the same options as for the creation of the discount.

2. Click on Save to confirm your changes.

Disable a discount

A discount can be deactivated.

1. Click on the name of the discount in the list.

2. In the top right-hand corner, click on Disable discount.

Discount settings

When clicking on Settings in the upper right corner of the interface, the Discount Settings page opens.

Caution

These settings will apply to all discounts.

Choose here if you would like to allow:

• Single: only a single discount on a subscription at a time.

• Multiple: multiple discounts on a subscription. This results in multiple discounts on the invoice.

If you select Multiple more options will show up concerning the:

• Order of Application of percentage and fixed amount discounts.

  Note

  The order will effect the total amount of the discount.

  You have the choice between:

  • Amount first: This will apply fixed amount discounts first, followed by any percentage discounts.

  • Percentage first: Selected by default. The percentage discounts will be applied first, followed by any fixed amount discounts.

• Multiple Percentage Discounts handling, either in a cascading order or application all at once.

  Note

  The method of application will effect the total amount of the discount.

  You have the choice between:

  • Apply to full line item amount: This will apply all percentage discounts directly to the full line item amount.

  • Compound the discounts: Selected by default.This will apply percentage discounts one at a time, each discounting the previous net amount.

  Click on Save to apply the changes.