Discounts at a glance
The two Discounts surfaces and what each one is for: the list under Billing that reads every client's discounts at once, and a client's own Discounts page, where a discount is actually made, edited and expired. Shot on a tenant with QuickBooks connected, with two discounts created for the frames and expired again in the same sitting.
Client picker
Top right, reading All clients. Pick one client and the list holds to their discounts only. It filters this view and changes nothing.
The rows
Every discount on the tenant, one row each: the client, what it applies to, how much it takes off, how long it runs, the reason, and whether it is still active. There is no row menu here and no New button. This page is a read. Each client name is a link into that client's own Discounts page, which is where the buttons are.
The same list, held to one client
Picker set to one client
The picker now names a client instead of All clients.
Three rows, one client
The list is the same shape, narrowed. The count under the table follows the filter.
The client's own Discounts page
New Discount
The button only appears here, and only with edit rights on Billing. This is the page a client name in the Billing list links to.
The client's own rows
The same columns as the Billing list, without the client column, plus a row menu on every active row.
New Discount, filled in, before submit
Scope
Subscription, Service Plan or Whole client. Subscription and Service Plan ask you to pick which one beside it. Whole client needs no target and applies to all of that client's billing. Scope, target and type are fixed once the discount is created.
QuickBooks item
The item the reduction line posts against. While QuickBooks is connected this is required, and Create Discount stays greyed out until one is picked. With no accounting provider connected the field is optional and the line goes out under its own invoice label.
Duration (terms)
How many billed terms the discount runs for. Leave it blank and it is open ended.
Create Discount
Greyed out until scope, value, reason and, with QuickBooks connected, a QuickBooks item are all in place.
What the Discount and Duration columns show
Discount and Duration, side by side
A percentage discount shows a percent. A fixed one shows an amount. Under each is the QuickBooks item it posts against. Beside them, Duration reads either Open-ended or a countdown like 3 of 3 terms left.
The row menu on an active row
Edit and Expire
Edit reopens the row with its scope, target and type shown as fixed text and the rest editable. Expire asks to confirm, names the discount, and says that future billing runs stop applying it while invoices already generated keep the amounts they billed. Both only appear on active rows.
Why a row can say No QuickBooks item linked
QuickBooks item, empty
The hint under the field says it plainly: the item is required so the negative line pushes with a valid item reference.
Create Discount, still off
Everything else on the form is filled and the button is still greyed out. A new discount cannot be made without the item while QuickBooks is connected, which is why a row missing one is almost always an older row.
After Expire
Status after Expire
The expired rows stay on the page reading Inactive, with no row menu. Nothing is deleted, so the record of what was granted survives.
Why it works this way
A discount never rewrites the agreed price. The invoice is still worked out at the full plan price, and the discount is added under it as its own reduction line, so the record shows what was charged and what came off. The form says the same thing in its own words, and the total is floored at zero.
A discount belongs to one client. That is why the list under Billing is a read across clients and carries no buttons, and why every create, edit and expire happens on that client's own Discounts page.
Expire is forward only. The product's own confirm wording says it: future billing runs stop applying it, and invoices already generated keep the amounts they billed. An expired row stays on the page reading Inactive rather than disappearing.
Duration counts billed terms, not days. Each time the discount is billed, one term is used up, and the row counts down. When the last one is used the discount stops applying and goes inactive on its own, so the client returns to the full price without anyone remembering to do it. Left blank, it is open ended and never stops.
Questions this page answers
What is on the Discounts page?
It lists every discount across all clients. Each row shows the client, what the discount applies to, how much it takes off, how long it runs, the reason, and whether it is still active. Use the picker at the top right to hold the list to one client. This page is a view only. You cannot add or change a discount here.
How do I add or change a discount?
Discounts belong to one client, so they are set up on that client. Click the client name in a row. That opens their own Discounts page. With edit rights on Billing you get a New Discount button there, and each active row gets Edit and Expire in its row menu. Expire stops future billing runs from applying it. Invoices already made keep the amounts they billed.
What does the Discount column show?
It shows what comes off the bill. A percent discount shows a percent. A fixed one shows an amount. The invoice is still worked out at the full plan price. The discount is then added as its own reduction line under it. The plan price itself is never rewritten, and the total never goes below zero.
What does the Duration column mean?
It is how many billing terms the discount runs for. Open-ended means it never stops. A row reading 3 of 6 terms left counts down each time the discount is billed. When it runs out, the client goes back to the full price on their own.
Was this helpful?