Discounts in billing can be flexibly applied to any accounts in a billing period either in flat amounts or a percentage-basis.

Timing, Start Date, and End Date

Discounts can only be applied for an entire billing period. If a discount starts or stops partway through a period, it is not applied when billing is calculated at the end of the period. A discount’s Start Date must be on or before the period start. The End Date, if applicable, must be after the period has ended.

For example, to discount an account for a single billing quarter, you would set the start date to the first day of the quarter (ex 4/1/2030), and the end date to the day after the end of the quarter (7/1/2030).

Creating a New Discount

1. Navigate to Run Business > Billing.
2. Click Apply Discount from the top controls.
3. Enter a Discount Name.
4. Set the Discount Type: Percentage or Dollar.
5. Enter the Discount Amount. For Percentage discounts, this is the percent of the fees that will be removed.
6. Set the Start Date for the discount, and, if needed, the End Date.
7. Set the Apply Discount To to either All Accounts or Select Accounts. If you choose Select Accounts, search for and select the Accounts this discount applies to.
8. Click Save.