Schedule Discounts — offer a reduction for early payment
What is a schedule discount?
A discount is a conditional reduction of the amount due, offered to all customers assigned to a schedule if payment is made before a deadline.
Examples:
- 10% off if paid before the due date
- $50 off if paid within 5 days after the due date
When to use a discount?
- To incentivize early payment (before or just after the due date)
- For customers who pay slowly but remain in good faith
- Not to be confused with settlement offers (which target Stopped customers)
Note: Discounts are not available on schedules marked as "settlement sequence". They only appear on standard schedules.
Configure a Discount
- Open the schedule editor
- Scroll to the Discount section
- Click Add discount (or Edit if one already exists)
- Fill in the parameters:
Available Parameters
| Field | Description |
|---|---|
| Type | Fixed ($ amount) or Percentage (% of amount due) |
| Value | Amount or percentage (e.g., 50 or 10) |
| Deadline days | Number of days before due date when discount expires (e.g., -5 = expires 5 days before) |
| Tax mode | No tax, Tax exclusive (tax added on top), or Tax inclusive |
| Tax rate | Tax percentage (if applicable, e.g., 14.975 for QC) |
| Active | Enable/disable without deleting |
- Save
How the Discount Appears in Messages
Once configured, the discount is available via placeholders in your templates:
Use the Insert placeholder button in the editor toolbar to add these:
| Placeholder | Shows |
|---|---|
| Discounted Total | Amount after discount |
| Discount Amount | Value of the discount |
| Discount Deadline | Deadline to benefit from the discount |
Example in a template:
Hi [Customer Name],
Pay before [Discount Deadline] and save —
amount to pay: [Discounted Total] instead of [Amount Due].
Tax Mode Explained
No Tax
The discount applies directly to the amount due, without tax calculations.
Example: $500 due, 10% discount → $450
Tax Exclusive
The discount applies to the pre-tax amount, then taxes are recalculated.
Example: $500 due (including 15% tax), pre-tax = $434.78, 10% discount → $391.30 + tax = $449.99
Tax Inclusive
The discount applies to the tax-inclusive amount.
Example: $500 due including tax, 10% discount → $450 including tax
Edit or Disable a Discount
- Edit: Click Edit in the Discount section
- Disable: Toggle the "Active" switch off without deleting the configuration
- Delete: Click the trash icon (irreversible — settings are lost)
Custom Settlement Discount (Per-Client Override)
Sometimes the schedule discount isn't right for a specific client. Maybe they owe more, or you want to offer a better deal to close the file faster.
In the customer profile page, you'll see a section called Custom Settlement Discount. This lets you set a different discount for that one client — it overrides the default discount from the schedule automation.
Example:
- Your schedule offers 10% off to everyone
- Client Jean owes $5,000 and you want to offer him 20% instead
- Set a per-client discount of 20% on Jean's profile
- Jean's automated emails will now show the 20% deal
- Everyone else still sees 10%
When no per-client discount is set, the client automatically gets the schedule's default discount.
Visibility in Customer Profile
In the customer profile, if that customer is assigned to a schedule with an active discount, the Discount section displays the applicable discount details. Useful for verifying what your team can communicate during a phone call.