A long-term member is renewing their office, and you want to thank them with a loyalty discount. Instead of adjusting the membership price manually every month, you need a way to apply a consistent discount that updates automatically.
With OfficeRnD Flex, you can create and apply discounts directly to memberships, making billing easier to manage and benefits easier to track. The system will 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 →
When to use membership discounts
Use membership discounts when you want to:
Offer loyalty benefits to long-term members
Apply custom pricing for enterprise customers
Run promotions or early sign-up incentives
Provide discounts to members based on location, plan, or community role
Apply a percentage or fixed discount that automatically appears on invoices
How membership discounts work
In OfficeRnD Flex, discounts are applied at the Billing Plan level. Once a discount is created, it can be attached to a membership and will automatically reduce the invoiced amount based on the configured discount value.
There are two discount types:
Percent Off: Reduces the price by a percentage
Amount Off: Deducts a fixed amount from the price
Once applied, the discount affects all future invoice periods that have not yet been issued. The system also applies the discount to any Extras linked to the plan.
Use case examples
Imagine you offer a 10% discount to nonprofit organizations. You create a discount labeled "Nonprofit10" and apply it to selected memberships. Every upcoming invoice reflects the reduced price. You don't need to make any manual adjustments.
Let's say you're offering a 100 USD discount on annual prepaid memberships. You create a fixed-amount discount and apply it to eligible plans. When billing is processed, the member sees the full discount applied to their membership cost on the invoice.
Best practices
Always create the Billing Plan first before applying a discount.
Use clear names in the Discount Code field (for example, “10% Loyalty” or “50USD OFF”).
Apply discounts only to eligible plans to avoid confusion.
Double-check the invoiced periods. Discounts only apply to non-invoiced ones.
Inform members that the Amount Off discounts appear as a negative line item after invoice generation.
Review the total price change when applying the discount to confirm accuracy.
Create a plan discount
To create a Billing Plan discount:
Go to Billing > 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.