Discounts are a great way to make your customers feel happy and taken care of. If you want to add discounts to any quotes made using the saas·hapily template, there are a few provisos to keep in mind.
1. Discounts on Line Items will be recurring
If you add a line item level discount on a subscription product, that discount will be applied to every recurring payment made on that subscription.
So if you have a Monthly Subscription that’s normally $75.00, but add a $5.00 discount to the quote, all future payments for this subscription will be $70.00.
2. Line item discounts will apply to the entire quote
If you add a line item discount on the saas·hapily quote, all other line items on the quote will be discounted by that same amount. Let's look at an example!
In the screenshot below you can see I have two line items. I added a line item level discount of 10% to the PlayStation Subscription item. So the saas·hapily quote discounted the other item by 10% as well.
4. One-time discounts will only affect the first invoice of a subscription
Outside of line item level discounts, you can add one-time discounts to your quotes. The saas·hapily quote template supports this!
Line item discounts cannot be used at the same time as one-time discounts.
Just keep in mind that if you have a subscription product on the quote, the discount will only affect the first invoice of the subscription. Any future payments on that subscription will be the default price.
5. One-time Fees and Taxes are NOT supported
The saas·hapily quote does not currently support additional fees or taxes added to the quote.
However, the saas•hapily quote does support Stripe Automatic Tax. You can learn more about this HERE.
Still have questions? Email us at care@hapily.com!