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.
Create a plan discount
To create a Billing 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. After the discount is applied, it will be considered for all non-invoiced periods.
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.
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.
FAQ: Billing Plan discounts
What is a plan discount?
What is a plan discount?
A plan discount reduces the price of a membership by either a percentage or a fixed dollar amount. This discount is applied across all non-invoiced periods of the membership.
Do discounts apply to membership extras?
Do discounts apply to membership extras?
Yes, when the base membership plan includes extras, the selected discount will also automatically apply to all plan extras.
How are discounts displayed on invoices?
How are discounts displayed on invoices?
Percentage discounts appear as separate line items during invoice creation.
"Amount Off" discounts do not appear as separate line items during invoice creation.
After invoice generation, "Amount Off" discounts will show as a negative line item.