Associating discounts with contract templates

Add, update, and delete discount charges for contract templates.

To associate discounts for contract templates:

  1. Open the Contract Templates form.
  2. Select the contract template for which to associate discounts, and then click the Discounts tab.
  3. Click Add Discount.
  4. Minimum Value—Enter the minimum charge value for which the discount should apply, and then enter the currency in the adjacent field.
  5. Discount %—Enter the discount percentage to apply once the minimum value threshold is met.
  6. Apply to Each Invoice—Select to apply the discount to each individual invoice. If unselected the discount is associated to the contract level and takes all invoices for the contract into consideration.
  7. Apply to Full Amount—Select to apply the discount to the full amount of the invoice or the contract. If unselected the system applies the discount to the difference between the invoice or contract total amount and Minimum Value.
  8. Click Submit.