Adding One-time Charges and Discounts

Administrators can add charges and discounts manually as one-time subscriptions. It is beneficial for the use cases; if the invoice is generated and some discount or charge needs to be recorded for a customer, then admins can do the same. This is an excellent boost to billing-related workflows.

From Global Subscriptions

Admins need to perform the following steps on the admin portal to add charges and discounts from the global subscriptions section.

1. Navigate to Billing & Financial > Subscription > +ADD ONE TIME CHARGE.
2. Enter the following details:
   1. Name 
   2. Description
   3. Select Charge Type (Charge or discount)
   4. Enter the amount
   5. Select a customer from the list of accounts
3. Click on add.

From Account Subscriptions

Admins need to perform the following steps on the admin portal to add charges and discounts from the account level subscription section.

1. Navigate to Account Management> Select Account> Edit Account> Subscriptions> +ADD ONE TIME CHARGE.
2. Enter the following details:
   1. Name 
   2. Description
   3. Select Charge Type (Charge or discount)
   4. Enter the amount
3. Click on add.

Note:

1. Manually added charges will be recorded as one-time subscriptions and reflected in the next invoice.
2. Multiple charges and discounts can be added.