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Adding One-time Charges and Discounts

You can add charges and discounts manually as one-time subscriptions. It is beneficial for the use cases; if the invoice is generated and some discount or charge needs to be recorded for a customer, then you can do the same. This is an excellent boost to billing-related workflows.

You are add one-time charges and discounts in the following ways:

From Global Subscriptions​

Follow these steps to add charges and discounts from the global Subscription section:

  1. Navigate to Billing and Financial > Subscription.From Global Subscriptions
  2. Click on the + Add One Time Charge button.Adding One-time Charges and Discounts
  3. Enter the following details:
    • Name 
    • Description
    • Charge Type (Charge or discount)
    • Customer
    • Amount
  4. Click on the Add button.

From Account Subscriptions​

Follow these steps to add charges and discounts from the account-level Subscription section:

  1. Navigate to Accounts > Account Management > Select Account > Edit Account > Subscriptions.Adding One-time Charges and Discounts from Account Subscription
  2. Click on the +Add One-Time Charge button.Adding One-time Charges and Discounts
  3. Enter the following details:
    • Name 
    • Description
    • Select Charge Type (Charge or discount)
    • Enter the amount
  4. Click on the Add button.
note
  • Manually added charges will be recorded as one-time subscriptions and reflected in the next invoice.
  • Multiple charges and discounts can be added.