Besides handling pricing models with various product plans, Upodi support discounting at several levels of the billing cycle. Discounts are percentage (%) based calculations which will deduct cost from the price and billing of an invoice.
Discounts are created by navigating to Product Catalog > Discounts.
Will not be displayed anywhere. It is for internal use only.
Numeric value, %percentage
Will be displayed on the invoice under a separate column called "Discount".
Will be displayed on the invoice lines where the discount applies.
We only support a percentage discount. More types to follow.
Numeric value * Chosen interval
This means the discount will automatically expire x time after it has been applied.
Expire After Edge Case
Having an expire after interval lower than your billing cycle will not calculate the exact cost of the interval. A discount will always give the full discounted amount while active.
For example having a yearly billing cycle and a discount with expire after one month. The discount will apply to the entire invoice, while being active on the invoice date.
Once a discount is created the discount can be applied to the following levels of a billing:
- Subscription charge level. The discount will be applied to the subscription charge and carried forward for each billing cycle. Only the specific subscription charge will be discounted. This is applied by viewing an active subscription under Subscription Charges.
- Subscription level. The discount will be applied to the current subscription and all subscription charges below. If a given subscription charge has a discount applied, this discount will overrule.
- Customer level. The discount will be applied to the customer, and all subscriptions, and all subscription charges below.
If there are several discounts on different levels the most specific discount will overrule. For example if a given subscription has a discount applied, that discount will overrule any potential discount applied at the customer level.
Discounts are coupled with discount codes.
We're always happy to help with code or other questions you might have! Search our documentation or contact helpdesk. You can also chat live with us using the Intercom icon.
Updated 4 months ago