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How to Apply Discounts in the Billing App

Nov 28, 2025
1 min read

Updated: 6 days 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.


Still switching tabs to get things done? TeamsWork brings your business apps into Microsoft Teams — Ticketing, CRM, Checklist, and Billing — so support, sales, and tasks all live where your team already works. Microsoft Solutions Partner certified, trusted by 500+ organizations.

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