Creating Discounts that can be added to Route Schedules
You can set up recurring discounts or one time discounts under Default Billing Settings and they can be applied to a property's Route Schedule. The discount will then be automatically applied to the upcoming invoice each time it gets generated for as long as it's set to apply. This is great for startup specials, customer referral programs, and more.
To create a Discount:
Step 1: Go to Settings > Billing Defaults
Step 2: Click "Add +" in the Discounts section within Billing Defaults
Step 3: Add the Discount information
Name - The discount name that will display on the auto-created upcoming invoices (visible to customers). For example, you could name the discount "First 4 months 25% off".
Fixed Amount or Percentage - Select either a fixed dollar amount or a percentage for the discount and enter the discount amount.
Ends After - Set a discount to apply for a set number of months by entering a number in the months field. For example, if you set the "Ends After" number to 4 months, Pool Brain will apply the discount to the upcoming invoice for 4 months and then never apply it again.
Note: If you never want the discount to end, select the "Never" option.
Applying a Discount to the Route Schedule for a Property
Discounts (created on the the Settings page) can be added to a Customer's Route Schedule.
To add a Discount to a Route Schedule:
Step 1: Search for the Customer and open their Customer Page
Step 2: Click the "Route" icon near the top of the page to open the Route Schedule window
Step 3: Select the appropriate Discount from the drop down menu
When a Discount is added, it will automatically be applied to the monthly upcoming invoices for that route schedule. If the Discount has an "Ends After" setting in place, the Route Schedule will display how many Discounts are remaining until the Discount ends.
Add a one-time Discount to any Invoice
You can add a custom discount on-demand to any new, existing, or upcoming Invoice by clicking the "Add +" button on the invoice. Note: you can use the same process to add discounts on Quotes and Jobs.
You can set whether to use a fixed rate or percentage based discount by clicking on the "$" or "%" icon in the discount field.
Note: Percentage based discounts will be proportionately applied to each line item on the invoice and the taxable subtotal for the invoice will be adjusted accordingly.
You can also choose to add any line item to the invoice and change the amount to a negative value. This is an alternative way to apply a fixed rate discount but with more description and visibility to the customer.