How to Apply Discounts in the Billing App
- Marc (TeamsWork)
- 5 days ago
- 2 min read
Updated: 2 hours ago
Pricing flexibility is essential for many sales scenarios. Billing As A Service allows you to apply discounts and adjustments directly within your quotations. You can easily manage loyalty rewards, promotional offers, or special pricing cases, ensuring all discounts are applied accurately and transparently.
Read our blog about how to create your first quotation.
Line Item Discount
Apply discounts to specific products or services individually. This is perfect for offering special rates on select items while keeping others at their original price.
Discount/Charge Before Tax
Add a percentage or fixed-value adjustment before tax is calculated. Use this option for order-level discounts such as promotional campaigns, bulk purchase deals, or early-payment incentives.
Discount/Charge After Tax
Apply adjustments after the tax amount is added. This is useful for after-tax credits, surcharges, or additional handling fees.
You can also apply discounts as a fixed amount (for example from above, 20 USD) instead of a percentage, depending on your pricing needs.
Bringing It All Together
With flexible discount options, your team can create quotations that truly reflect each customer’s needs. Keeping discounts clear and consistent helps maintain trust and transparency throughout the sales process.
When everything looks good, preview your quotation, download it as a PDF, or send it directly to your customer.
TeamsWork is a Microsoft Partner Network member, and their expertise lies in developing Productivity Apps that harness the power of the Microsoft Teams platform and its dynamic ecosystem. Their SaaS products, including CRM As A Service, Ticketing As A Service and Checklist As A Service, are highly acclaimed by users. Users love the user-friendly interface, seamless integration with Microsoft Teams, and affordable pricing plans. They take pride in developing innovative software solutions that enhance company productivity while being affordable for any budget.
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