Adding manual discounts while creating 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/modify the product family, add plans, addons, and charges to the subscription as required.

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

Step 3: In the Add manual discount pop-up that appears, do the following actions:

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/years.
    
4.  Click Add.
    

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

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

Step 6: After adding/confirming further details to the subscription, click Create.

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

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