Skip to main content

Adding One-time Charges and Discounts

Administrators 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 admins can do the same. This is an excellent boost to billing-related workflows.

From Global Subscriptions​

Admins need to perform the following steps on the admin portal to add charges and discounts from the global subscriptions section.

  1. Navigate to Billing & Financial > Subscription > +ADD ONE TIME CHARGE.
  2. Enter the following details:
    • Name 
    • Description
    • Select Charge Type (Charge or discount)
    • Enter the amount
    • Select a customer from the list of accounts
  3. Click on add.

Adding One-time Charges and Discounts

From Account Subscriptions​

Admins need to perform the following steps on the admin portal to add charges and discounts from the account level subscription section.

  1. Navigate to Account Management > Select Account > Edit Account > Subscriptions> +ADD ONE TIME CHARGE.
  2. Enter the following details:
    • Name 
    • Description
    • Select Charge Type (Charge or discount)
    • Enter the amount
  3. Click on add.
note
  • Manually added charges will be recorded as one-time subscriptions and reflected in the next invoice.
  • Multiple charges and discounts can be added.