Create a custom discount for a rental

Overview

Two options for applying a discount to a unit rental account: charges and promotions. Configure discounts for future or existing invoices (in draft state). Adding a discount to a unit rental account will apply it to future invoices. For invoices in draft state, apply discount directly.

Create a custom discount

To create a custom discount using the promotion code settings (allowing for a % discount for a fixed amount discount or any combination thereof) navigate to a unit rental page, click on the three dots, and then choose 'Create custom discount.'

This will open a dialogue box for creating rules and settings for your promotion. You can add a Title, Accounting code, and up to 4 rules with % or a fixed amount.

When creating rules, choose; a Start Month and End Month.

The start month is linked to the next invoice. For example, '1' applies to the next invoice, '2' to the second, and so on.

Here is a discount: 25% off the next invoice and a $10 discount on the second invoice. If no End Month is specified, the second rule is an ongoing discount for all future invoices (starting with the second).

Once you add the custom discount you can verify the settings by reviewing the 'Charges' section of the unit rental page. Here you will see th

Create a custom charge

You may also apply a custom charge (a negative charge in the case of a discount) directly to the 'Charges' section of a unit rental account.

First, click on the + icon. From here you may choose from predefined system charges or create a one-time custom charge.

Choose 'Custom...' and you will be prompted with a dialogue box to create the unit charge. Here I have created a negative charge for -$25. The Start date will correspond with the next invoice generated by Storegainse. The End date can be set to whenever you'd like the discount/charge to end, or leave it blank to keep it ongoing.

Once added you can confirm the discount in the 'Charges' section.

Applying a discount to an existing invoice

To create a discount on an existing invoice, it must first be set to the Draft state.

With a draft invoice, choose the + icon. Here you will see a section populated by any predefined system charges as well as the option to add a custom charge.

Using the steps above, create your negative charge to provide the required discount. Please note that this only adds a line item to the invoice. This does not add any recurring charges to the 'Charges' section.