🎓 Custom discounts on a unit rental
In this video, you'll learn
By the end of this video, you'll know how to create and manage custom discounts on unit rentals, offering flexible pricing options for your tenants.
First, navigate to a unit rental screen. You can do this through the "Units" section, the sitemap, or the search bar. In this example, I’ll go to the "Units" section from the left side menu and select the specific occupied unit in which I want to apply the discount. This brings me to the unit rental page.
On the unit rental page, click on the three dots in the upper right corner, then select "Create custom discount."
You'll be prompted to enter a title for the discount and choose an accounting code if you want to apply any tax or accounting code to the discount’s line item on the invoice. Next, you’ll create the logic for the discount.
You can set up to four rules for a custom discount. Each rule can be either a fixed amount or a percentage of the monthly rent. In this example, I’ll enter 25 as an absolute value, giving the tenant 25 dollars off their monthly invoice.
Then, set the start and end months for the discount. The "Start month" is counted from the moment the custom discount is added. For example, if you enter "1," the discount will apply to the next invoice. If you enter "2," it will apply to the invoice for the second month after the discount is created. The same logic applies to the "End month." If you leave the "End month" field blank, the discount will continue indefinitely.
Once you’ve set everything up, click "Add."
To verify the discount was applied, go to the charges section of the unit rental. By clicking on the charge, you can edit or manually delete the discount if needed.
- How to navigate to a specific unit rental page through the Units section, sitemap, or search bar.
- Creating a custom discount by entering a title, selecting an accounting code, and setting up discount logic.
- Configuring discount rules, including fixed amount or percentage discounts.
- Setting the start and end months for the discount's application.
- Verifying the discount in the charges section and how to edit or remove it if necessary.
View the transcript
This video will explain how to add a custom discount to an existing unit rental.First, navigate to a unit rental screen. You can do this through the "Units" section, the sitemap, or the search bar. In this example, I’ll go to the "Units" section from the left side menu and select the specific occupied unit in which I want to apply the discount. This brings me to the unit rental page.
On the unit rental page, click on the three dots in the upper right corner, then select "Create custom discount."
You'll be prompted to enter a title for the discount and choose an accounting code if you want to apply any tax or accounting code to the discount’s line item on the invoice. Next, you’ll create the logic for the discount.
You can set up to four rules for a custom discount. Each rule can be either a fixed amount or a percentage of the monthly rent. In this example, I’ll enter 25 as an absolute value, giving the tenant 25 dollars off their monthly invoice.
Then, set the start and end months for the discount. The "Start month" is counted from the moment the custom discount is added. For example, if you enter "1," the discount will apply to the next invoice. If you enter "2," it will apply to the invoice for the second month after the discount is created. The same logic applies to the "End month." If you leave the "End month" field blank, the discount will continue indefinitely.
Once you’ve set everything up, click "Add."
To verify the discount was applied, go to the charges section of the unit rental. By clicking on the charge, you can edit or manually delete the discount if needed.
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