Prepayment Discount Setup

Summary

This article will show how to set up Prepayment Discounts in Customer Preferences. Prepayment Discounts can be used alongside Prepayment Letter Templates to offer customers a discount when they pay in advance for services. Together these work hand-in-hand allowing users to utilize the Prepayments feature (a.k.a the Prepayment Wizard) to easily create and send offers to one or multiple customers at once, providing them with an easy way to review and pay for services in advance.

Prepayment Discount Setup

To create a Prepayment Discount go to Admin > Customer Preferences > Prepayment Discounts.

To add a new Prepayment Discount click the green + Discount Template button in on the right.

All of the Discount fields are customizable. Below are descriptions of each.

Discount Name is the discount title that will display when selecting a discount to use and what will print out on a letter template. 

Discount is the numerical percentage of the discount.

Description can be anything, but it would make sense to make this something that helps identify the discount being created so it can easily be differentiated from other discounts.

Visibility is an indicator that determines if the Discount Name will display in the Prepayment Discount Modules’ selection drop-down or be hidden from view.

When finished entering all fields, click the Save button.

The Visibility drop-down allows a view of either All, Visible, or Hidden Discounts. There is also a Search field to enter criteria to view only those discounts that include the search criteria.

Since a Prepayment Letter must also exist in order to use the Prepay Wizard to create a Discount and/or Upsell, it is recommended to read the article, Prepayment Letter Template Setup, next.