You can give a customer a discount by adding a percentage or a value amount to their membership. The system will then display the discount on all invoiced memberships over the member's life cycle.
Before you start
Before applying a discount to a membership, you must create a Billing Plan and assign it to a membership. Learn how to set up Billing Plans →
Create a plan discount
Go to Billing & Products > Discounts.
Click Add Discount and select Plan Discount.
Give the discount a unique name in the Code field.
Add the applicable plans in the Applies for field.
Define the discount amount by setting a Percent Off or an Amount Off value.
When you're finished, click Add.
Apply the discount to a membership
The plan discounts you create can be applied directly to customer memberships, and they will be considered for all non-invoiced periods after the discount is applied.
Open an existing membership or add a new membership.
Click Select Discount and select a discount. You can review the price changes, the default price, and the discount amount.
Click Add or Update to apply the changes.
Note: When the membership base plan has Extras, the discount you select will also apply to all plan extras.
4. When you create an invoice for the member, the membership line item will display the discount amount and the discount value applied.
Note: Discounts of the type "amount off" do not appear as separate line items during invoice creation, but they're still considered when calculating the invoice amount. After the invoice is generated, the Amount Off discount will always appear as a negative line item.