If you would like to be able to provide a discount for products or services you add to a Licence Agreement, you can enable List Price Discounts, by going to the Operate Settings > General > System > Operate Settings > General Settings. Here is where you can enable List Price Discounts, by ticking the corresponding box. 

Once this change has been saved, you will not only see the total Monthly Price when adding products or services to your Licence Agreements. Instead, you will be provided with a List Price and Discount field. Simply add your discount into the corresponding field to provide it to your customer. Enter the discount in the field corresponding to the month you want to start discounting from - your discount will apply to all subsequent months. If you add the discount from the first month, it will be applied to your entire schedule. 

The behaviour of the List Price, Discount and Monthly Price fields is as follows: 

  • When you change the Monthly Price to a value higher than the List Price, then the List Price becomes the Monthly Price entered and the Discount is 0.00.
  • When you change the Monthly Price to below the list price of the product, then the List Price remains unchanged and the Discount equals List Price minus Monthly Price. 
  • When you change the Monthly Price to a value higher than the List Price and then reduce it, but the Monthly Price is still above the product's original List Price, then the List Price becomes the monthly price entered and the Discount is 0.00.  
  • When you change the Monthly Price to a value higher than the List Price and then enter a value in the Discount field, then the list price value remains unchanged and the Monthly Price is updated with the original List Price of the product minus the entered Discount.

Did this answer your question?