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How to set up a basic, uncapped percent discount

  1. On the line item, add a percent discount.
  2. Set value to the percentage to take off the gross bill (for example, 20 for 20%).
  3. Leave max_per_period and max_lifetime unset.
  4. Optionally set a label for how the discount appears on the invoice.
  5. Save. The discount will now apply at the same rate to every billing period, scaling automatically with the bill.

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How to cap a percent discount per billing period

  1. On the percent discount configuration, set max_per_period to the dollar amount you want to cap the discount at within each window.
  2. If you want the cap to apply over a window different from the billing period — for example, a quarterly cap on monthly billing — also set cadence (using a period like P1M, P3M, or P1Y).
  3. If you leave cadence unset, the cap falls back to the billing cadence.
  4. Save and preview to confirm the cap behaves as expected once the bill crosses the breakpoint (bill = max_per_period ÷ (value/100)).

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How to set a lifetime cap on a percent discount

  1. On the percent discount configuration, set max_lifetime to the cumulative dollar amount the discount should never exceed across the life of the contract.
  2. Combine with a per-period cap if needed — the system applies whichever cap is more restrictive each period.
  3. Save. Once the lifetime cap is reached, the discount stops automatically; no manual intervention is required to turn it off.

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How to apply a cadence different from the billing cadence

  1. Set cadence to the window you want the per-period cap to refresh on — this can be shorter or longer than the billing cadence.
  2. If the cadence is longer than billing (for example, quarterly cadence with monthly billing), the system groups those billing periods into one cadence window, applies the percentage to the group total, caps it, and distributes the resulting discount back across the periods proportional to each period’s share of the group’s gross amount.
  3. If the cadence is shorter than billing (for example, weekly cadence with monthly billing), each cadence window inside the billing period gets its own cap.
  4. Save and preview across a few periods to confirm the distribution matches expectations.

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How to stack a percent discount with other discount types

  1. Add each discount to the line item — for example, a quantity discount and a percent discount.
  2. Set the order field on each to control the sequence they’re applied in.
  3. Use the recommended order — quantity discount first, then fixed discount, then percent discount — unless you have a specific reason to deviate. Quantity discount reduces units before any pricing model runs; fixed and percent discounts both operate on the resulting dollar amount.
  4. Save and preview to confirm the combined result, especially if any of the discounts are capped, since order affects the outcome when caps are involved.

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How to read the invoice breakdown for a percent discount

  1. Open the invoice and find the percent discount line.
  2. Each period’s breakdown record includes: the amount before and after the discount, the discount applied, the raw discount before any cap, the percentage used, the remaining per-period and lifetime cap, and whether either cap was hit that period.
  3. Use this breakdown to verify the discount matches the expected calculation, particularly when caps or cadence grouping are involved.