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Valued Scholar

Percentage Discount for a specific time only

Hi

 

We bill our customers in advance for products and/or users on a subscription. We also invocie the customers quarterly

 

If we are gonna make a campaign products for 10 % discount on addon sale for a spesific time only for customers that dont have this type of product.

How should we set up the Time and frequency of charge on this products so the ndiscount stops when it should?

 

For example 

 

We have invocied the recurring for the periode 01.05.18-31.07.18. 

Then later on the customer buys the new product with 10% dicsount for the periode 01.06.18-31.08.18.

 

We have tried som diffrent setup but every outcome is that they are not getting the correct discount .

 

The first invoice should be for the periode 01.06.18-31.07.18 with 10 % discount

then on the next recurring it should be: 01.08.18-31.08.18. with 10% discount and 01.09.18-31.10.18. witout discount.

 

 

6 REPLIES 6
Valued Scholar

Re: Percentage Discount for a specific time only

nobody has any idea? 

Support SME

Re: Percentage Discount for a specific time only

Hi @peterscheen it's possible to define how long a discount should be applicable for by using the End Date charge-level setting, please see my screenshot below.

 

More on this: https://knowledgecenter.zuora.com/CB_Billing/WA_Dates_in_Zuora/D_Product_Catalog_Dates%3A_Product_Ra...

 

enddate.jpg

 

 



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Valued Scholar

Re: Percentage Discount for a specific time only

Hi, 

 

Not sure if you still need feedback on this but you could achieve this using the Charge Overrides. We use orders in our instance and when you add a product and its charges to an order you have the possibility to set the effective dates for each charge.

 

In our case you create an order which either creates a subscription or adds a product. Once you have added the Product Rate Plan to the Order and clicked "Add Product" you come to an overview on the order. If you click "More details" on the Charge you can under "Timing and frequency" set "Trigger Condition" to "Upon a specific Date" and "End date" to "Specific end date" and set the dates that you want. This gives you full flexibility to set the effective dates of the charge.

TimingAndFrequency.png

 

 

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Valued Scholar

Re: Percentage Discount for a specific time only

thx

i will try that 

Valued Scholar

Re: Percentage Discount for a specific time only

Hi @peterscheen,

 

Just out of curiousity, have you had time to test my suggestion? If so, did it solve your scenario?

 

Looking forward to hear about the outcome.

 

Kind Regards

Per

Valued Scholar

Re: Percentage Discount for a specific time only

Hi

 

Yes it solved the scenario for a discount on a specific time, thx