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Add Manual Discounts

How to apply manual discounts to subscriptions?

Summary

Once we have enabled Manual discounting for your site (Settings > Configure Chargebee > Billing LogiQ and enable Allow manual discounts for quotes and subscriptions), you can add manual discounts to subscriptions on the Create/Edit a Subscription page. 
-> Click the + Add Manual Discount link to add a manual discount and apply it to the invoice amount.

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

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.
   
   

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

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

   2. Select the Duration of the discount from the following options:

      • One-time

      • Forever

      • Limited Period

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

   4. Click Add.

4. 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.

5. 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.

6. 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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