Scope

What are the prerequisites to enable Manual discount?

What are the limitations on Manual discounting?

Summary

While coupons are extremely useful in self-serve workflows and businesses that only offer predefined discounts in the self-serve workflows, negotiations on pricing and discount are pretty common in B2B Sales driven workflows.

Discounts are promotions or offers that can be added to a subscription without having to predefine a coupon which can lead to frictionless sales-driven workflows.

Manual Discounts: This feature is currently available on selective plans. Please refer to the plans and pricing page. If you are on our previous plans, then this feature is available on our Enterprise plans.

Solution

The Discounting feature brings the ability to add discounts at a line item level as well as on the entire invoice level without the need to define coupons centrally.

Key things to note:

• This feature is built exclusively on top of Product Catalog 2.0 (PC 2.0) as the new catalog offers great advantages for this product enhancement.

• All the key modules are fully supported: Subscriptions, Invoices, Notifications, Accounting and RevenueStory.

• Limited compatibility with Quotes: the workflows that invoke sending quotes via our hosted pages is not supported at the moment.

• We are working to support the following modules before the end of 2021.

  • Hosted-pages and Chargebee’s Checkout

  • Native CRM integrations built by Chargebee.