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Discounts

Create a Discount​

  1. Navigate to Products then Discounts

  1. Click the New Discount button

  1. Fill in the form, providing at least a discount name and dollar/percentage amount

  1. Click the Save button

Add a discount to an invoice​

Discounts are very similar to any normal line on an invoice -- the only difference is that they are for a negative amount. You can apply a discount to an invoice at any time before it's paid.

  1. Click Add Another Product. This will add the discount as a negative line item that will appear on the invoice with your other product line items

  1. Select the discount you want to apply from the drop-down menu
  1. Save the invoice. You will now be able to see the discount displayed as a negative line item on your invoice

You can edit an invoice at any time and add a discount.

Add a discount to a subscription​

  1. Find the subscription in ChargeOver
  2. Click the Add Another Product button beneath your existing subscription line

  1. Choose the discount type or plan from the drop-down menu

  1. If necessary, adjust the description or pricing
  2. Click the Save Changes button at the bottom of the page to save your changs

Delete a discount​

If you've created a discount a no longer have a need for it, you can delete the discount so that it is no longer listed.

note

Discounts in ChargeOver can only be deleted if they have never been used in an invoice or subscription. Otherwise, the option to delete will not be available and you will only have the option to disable.

Steps​

  1. Go to your list of Products, select Discounts and select the discount you want to delete
  2. Select the three vertical dots

  1. Click the red Delete Discount button

Keep in mind​

  • If you are not seeing the option to delete, that means it's been used at least once on an invoice or a subscription
  • Once the discount is deleted, it cannot be retrieved. You can simply recreate the discount if needed

Disable a discount​

If you have a discount you no longer need to use, you can disable the discount so that it cannot be used. Disabling the discount keeps it in ChargeOver but cannot be used on new invoices or subscriptions.

  1. Go to your list of Products, select Discounts and select the discount you want to delete
  2. Select the Edit tab

  1. Select More advanced options...
  2. Find the Status field and change the dropdown option from Yes to No

  1. Scroll to the bottom of the page and click Save Changes

Keep in mind​

  • You can re-enable a disabled discount at any time by following the same steps above
  • Once a discount has been re-enabled, you can use it on invoices and subscriptions again
  • Discounts can only be disabled if they've been used on an invoice or subscription at least once

If you run into any issues or have any further questions, please don't hesitate to reach out! Contact us!