Create a product rate plan discount

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Discounts allow you to offer price reductions on charges based on fixed amounts or percentages. You can apply discounts to one-time, recurring, or usage-based charges and control how and when these discounts are triggered, calculated, and displayed on invoices.

To configure discounts:

Click Discounts from the Plan screen.
Enter the following information:

Field	Description
Display on Invoice as	Label that appears on the customer’s invoice, for example, Early Signup Discount.
Description	Internal description for this discount. Not visible to the customer.
Rates
Charge Model	Choose between: Percentage: Reduces the charge by a percentage (e.g., 10%) Fixed Amount: Deducts a fixed amount (e.g., $20)
Percentage	Required if the charge model is percentage-based. Example: 15%
Stacked	If selected, this discount will be stacked on top of other applicable discounts, rather than overriding them.
Discount Level	Determines whether the discount applies to all the charges in the subscription, account, or rate plan.
Allow apply to billing period partially	Applies a partial discount if the charge does not span a full billing period.
Reflect Discount in Apply-To Charge Net Amount	Applies the discount to the net amount of the charge after other adjustments.
One-time / Recurring / Usage	Select the type of charge the discount applies to. You can select only one.
Billing Configuration
Trigger Condition	Defines when the discount becomes active, for example, Contract effective date.
End Date	Sets when the discount should stop applying.
Billing Periods	Number of billing periods the discount should apply for, such as, 3 billing periods.
Billing Day	Day of the month when the discount is billed.
Billing Period Alignment	Aligns the discount with the billing period of the associated charge.
Billing Timing	Choose whether the discount is billed In Advance or In Arrears.

Select or enter values for any custom fields configured by your organization. These fields help capture additional metadata, such as Region, Promotion Type, and Approval ID, that may be required for reporting, integrations, or internal tracking.
Click Save.