Create Plan Discounts

Overview

Give a customer discount by adding a percentage or a value amount discount to their membership. The system will then display the discount on all invoiced memberships over the life cycle of the member. Learn more

1. Log into the OfficeRnD Flex Admin Portal
2. Navigate to the Billing & Products module and select Discounts

Step-By-Step Guide

1. Log into the OfficeRnD Flex Admin Portal at https://app.officernd.com/

2. Click on Billing & Products module

3. Click on Discounts

4. Click on Add Discount

5. Select Plan Discount

6. Enter a name for the discount code

7. Select the Billing Plans to which this discount is applicable

8. Select a (billing) plan from the dropdown list

The billing plans that populate in this list should already be created.

Selecting a plan in this list does not automatically apply this discount to the plan, but allows the discount to be selected as an option.

9. Select multiple plans if this discount is applicable.

10. Enter the Percent or Amount Off

Only whole numbers at this time (no fractional/decimal percents).

11. Click Add to Create the Discount