How to configure manual discounting?

Modified on: Wed, 29 Jun, 2022 at 7:41 PM

Scope

What is manual Discounting?


Summary


Manual discounts are promotions or offers that can be added to a subscription without pre-defining them. 

To enable Manual Discounting, reach out to  support@chargebee.com. Once enabled on your site, navigate to Settings > Configure Chargebee > Billing LogiQ and enable Allow manual discounts for quotes and subscriptions.

Solution

You can add manual discounts on the fly and have them applied to each line item of the subscription or the entire invoice amount at the time of negotiation. These discounts can be applied at any point for a subscription and the discounts get applied on the next invoice.

Once enabled, To configure and allow users to add manual discounts to quotes and subscriptions on your Chargebee site, follow these steps:

  1. Click Settings > Configure Chargebee > Billing LogiQ.

  2. Select to enable Allow manual discounts for quotes and subscriptions.

Note: This step is irreversible. Once enabled, you cannot disable this feature to stop allowing users to add manual discounts.


3. Click Update Billing LogiQ.

Once you enable this feature on your Chargebee site, assigned users can add manual discounts to subscriptions and quotes going forward.

Adding Manual Discounts

You can add manual discounts to subscriptions and quotes while creating or editing them. You can even add manual discounts to subscription records on-demand at any point in time.

Adding manual discount while creating or editing a subscription

To add a manual discount while creating or editing a subscription on your Chargebee site, follow these steps:

  1. On the Create/Edit a Subscription page, select/modify the product family, add plans, addons, and charges to the subscription as required.

  2. Click the + Add Manual Discount link to add a manual discount and apply it to the invoice amount.

  1. In the Add manual discount pop-up that appears, do the following actions:

    Select the Discount type and enter the discount amount or percentage.

  1. Select the Duration of the discount from the following options.

  • One-time

  • Forever

  • Limited Period 

  1. If you select Limited period, specify the number of days/weeks/months/years.

  2. Click Add.

  1. As you add the subscription information, a preview of the immediate charges for the subscription gets displayed for your reference on the right side. You can click See breakdown to view the complete breakdown of immediate charges along with the manual discount that you have added.


  2. You can click the more icon next to the manual discount line item, to remove the discount if needed and recreate a new manual discount.

  3. After adding/confirming further details to the subscription, click Create.

The total amount payable for the subscription (after deducting the discount, and applying taxes) gets invoiced immediately or gets added to the unbilled charges, based on your selection.

You can even import and export multiple subscription records in bulk with the manual discount specified in Chargebee.


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