Discounts
Flexible Discounting for All Scenarios
Discounts allow you to reduce charges on a customer’s bill. They can be applied as a percentage or a fixed amount and can be configured to last for a specific duration.
This page covers how discounts work and how to assign them to customers.
How Discounts Work
A discount modifies the final billed amount for a customer.
There are two types of discounts:
Percentage Discount
- Reduces the invoice by a percentage
- Applies across all eligible charges
- Can be applied for:
- A single billing period
- Multiple billing periods
- Indefinitely (never expires)
Example:
- 20% discount on a $100 invoice → $80 total
Fixed Amount Discount
- Reduces the invoice by a fixed dollar amount
- Always applies to a single billing period only
Example:
- $50 discount on a $200 invoice → $150 total
This is typically used for:
- One-time credits
- Promotions or goodwill adjustments
Key Differences
Feature | Percentage Discount | Fixed Amount Discount |
|---|---|---|
Applies as | % of invoice | Flat dollar amount |
Duration options | Flexible (1+ periods or indefinite) | Single billing period only |
Common use cases | Ongoing promotions, contracts | One-time credits |
Creating a Discount
Navigate
- Go to Billing → Discounts
- Click Create Discount
Step 1: Define Basic Information
- Name Use a descriptive name Example: 20% Launch Promo, $100 Credit
- Description (optional) Add context for internal tracking
Step 2: Select Discount Type
Choose one:
Percentage
- Enter a percentage value
- Example: 10 for 10%
Fixed Amount
- Enter a dollar value
- Example: 50 for $50 off
Note: Fixed amount discounts are limited to one billing period.
Step 3: Configure Expiration
For Percentage Discounts
You can choose:
- Never Expires Discount applies indefinitely
- Custom Duration Set the number of billing periods Example: 3 billing periods
For Fixed Amount Discounts
- Automatically limited to 1 billing period
- No additional duration configuration required
Save the Discount
Click Save to create the discount.
The discount is now available to be assigned to customers.
Assigning Discounts to Customers
Discounts are applied at the customer level.
Navigate
- Go to Billing → Customers
- Select a customer
Apply a Discount
- Locate the Discounts section on the customer page
- Click Add Discount
Configure:
- Discount Select from the list of available discounts
- Start Timing Choose when the discount should begin:
- Immediately
- At the start of the next billing period
Click Save.
How Discounts Are Applied
- Discounts are applied during invoice calculation
- They reduce the total amount due based on their configuration
- If a discount has a duration, it automatically expires after the specified number of billing periods
Important Notes
- Fixed amount discounts are always one-time
- Percentage discounts are more flexible and can be ongoing
- Discounts apply at the customer level, not per meter or per rate
- Multiple discounts may be supported depending on configuration, but should be used carefully to avoid unintended stacking effects
Summary
Discounts provide a flexible way to adjust customer billing.
They allow you to:
- Offer promotions
- Apply credits
- Adjust pricing for specific customers
Use percentage discounts for ongoing adjustments and fixed amount discounts for one-time changes.