How to Create and Use Discount Rules
Estimated Reading Time: 4 minutes
Applies to: Pro & Premium
Quick Summary
Discount Rules are internal discounts that authorized staff members can apply to specific client Products or invoices.
These rules are used for recurring or long-term pricing agreements, such as family discounts, company partnerships, or loyalty pricing. Once applied, the discount remains active until it is removed.
Why This Matters
Discount Rules help you keep pricing consistent for specific clients without manually changing the price each time.
This reduces billing mistakes, saves time for staff, and keeps your pricing structure organized across your business.
Step by Step Instructions
Step 1: Open the discount rule settings: My Company > Products > ‘More’ > Discount Rules
– This is where you manage all internal discount rules.
Step 2: Create a new discount rule: My Company > Products > ‘More’ > Discount Rules > New Discount Rule
– Start creating a new rule for a specific type of discount.
Step 3: Configure the discount rule: My Company > Products > ‘More’ > Discount Rules > New Discount Rule
– Enter a clear name such as family discount, company discount, or loyal client discount and define the discount percentage. The name helps staff identify the correct rule when assigning it.
Step 4: Assign the discount rule while assigning a Product: Clients > Client Profile > Assign Product > Select Product > Select Applicable Discount Rule
– Choose the correct discount rule while assigning the Product so the discounted price is applied automatically.
Step 5: Add or change the discount rule on an existing Product: Clients > Client Profile > Products > Select Product > ‘Edit’ or three dots > ‘Edit price & VAT’ > Select the discount rule > Save
– Use this when a client already has a Product and you want to apply or update the discount rule.
Important: Discount Rules apply to recurring payments until the rule is removed. They can only be applied by authorized staff members and are not available during client checkout in the Shop.
Best Practice
Use Discount Rules for internal pricing agreements that should remain active over time, such as family rates, staff pricing, business partnerships, or loyalty discounts.
Pro Tips
Use clear names for each Discount Rule so staff can quickly choose the correct one
Review active Discount Rules regularly to make sure outdated discounts are removed
Use Discount Rules instead of manual price changes when the discount should continue over future payments
Common Questions
Can I apply a Discount Rule in the Shop?
– No. Discount Rules can only be applied by staff when assigning Products or creating invoices.
Can I remove a Discount Rule later?
– Yes. You can open the client’s Product and remove or change the Discount Rule at any time.
Can I manually change the price instead of using a Discount Rule?
– Yes. Staff can manually adjust the price of a client’s Product if needed.
Can I use Discount Rules for recurring discounts?
– Yes. Discount Rules are designed for recurring or ongoing discounts until they are removed.
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Related Articles
– How to choose and create the type of products you want to offer
– How to create Memberships
– How to manually Assign Products to Your Customers