Is it possible to create an agreement template that shows a price discount?

Follow

There are a few possible solutions, depending on the type of invoicing in the agreement (automated or manual).

  1. If the agreement is with manual invoicing, after the client signs it, you go to create the invoices each month (in BILLING > Invoices > Create > Add Line Item), then edit the generated invoice draft to specify a percent or flat discount before sending the invoice.



  2. Automated Invoicing in agreement does not have a discount feature as such. You could either:

    • (a) use the "Pay in Full" option in the "Payment Options" tab of the Agreement wizard (where you edit the total amount to reflect the discount) and this will generate the invoice for the full amount with a discount, or

    • (b) in the "Payment Options" tab enter the discounted amount as the agreement amount (per month, per session, whichever the case) and, in the "Invoicing" of the client agreement wizard, set it "Manual".

      IMPORTANT NOTE:

      This option allows you to create and customize invoices manually. Use this option when you need to add miscellaneous line items to your invoices, customize the date range for services being invoiced or if you do not use coaching agreements with your clients (that your clients electronically accept on your private website).

Have more questions? Submit a request

Comments

Powered by Zendesk