How do I add manual discounts while creating a subscription?

Problem Statement

You want to add manual discounts while creating or editing a subscription.

Related Scenarios

• Add Manual Discounts
• How to apply manual discounts to subscriptions?

Solution

Once manual discounting is enabled for your site (Settings > Configure Chargebee > Billing LogIQ and enable Allow manual discounts for quotes and subscriptions), you can add manual discounts to subscriptions on the Create/Edit a Subscription page.

Configuration Steps

Step 1: On the Create/Edit a Subscription page, select or modify the product family, add plans, add-ons, and charges to the subscription as required.

Step 2: Click + Add Manual Discount to add a manual discount and apply it to the invoice amount.

Step 3: In the Add Manual Discount pop-up, do the following:

1. Select the discount type and enter the discount amount or percentage.
2. Select the duration of the discount from the following options:
   - One-time
   - Forever
   - Limited Period
3. If you select Limited Period, specify the number of days, weeks, months, or years.
4. Click Add.

Step 4: As you add the subscription information, a preview of the immediate charges for the subscription is displayed on the right side. You can click See breakdown to view the full breakdown of immediate charges along with the manual discount you added.

Step 5: You can click the more icon next to the manual discount line item to remove the discount if needed and create a new manual discount.

Step 6: After adding or confirming the remaining subscription details, click Create.

The total amount payable for the subscription, after deducting the discount and applying taxes, is invoiced immediately or added to the unbilled charges based on your selection.

You can also import and export multiple subscription records in bulk with the manual discount specified in Chargebee.