Creating a discount recurring fee

Discount fixed amount

You can manually add a new recurring fee, and set a negative amount.
For example -5.00 will discount $5.00

You can do this, when you are on the customer's profile, then click on "Recurring" tab, then click on "Add Charge" button, set "Price:" with a negative value, check the check-box for "Is this a recurring payment?", and select a value for the "Select a Billing Cycle:" making sure to match with the billing cycle of the other recurring fee you want to get the discount applied, and also match the "Due Date:" so that it gets generated at the same time and appear on the same invoices, etc.

Discount percentage amount

There is a way to create the percentage discount, but this is not something you can do directly. Here is a trick to create it:

Create a recurring entry, as explained before for the fixed amount, matching" billing cycle" and "due date" of the other recurring fee you want to discount. Set any price for the recurring fee, as this will be ignored later.

Move the mouse pointer over the link of the recently created recurring fee, but do not click on it. Instead, take note of what the link is pointing to. For example:

javascript:ShowEditInvoiceEntryWindow(**52****,true);**

For this case, this means the id of the recurring fee is 52.

Now knowing the recurring fee id, go to Settings > Utilities > SQL Tool and run a query like this one:

THIS IS THE QUERY WITH SOME COMMENTS TO LET YOU KNOW THE MEANING OF THE VALUES.

UPDATE `recurringfee` -- This is the table where the recurring fees are stored.
SET `amount_percent` = 0.10, -- Here 0.10 means 10%, so take in count 1 = 100%, 0.50 = 50%, etc. Change the value to the % you need.
`coupon_applicable_to` = 124, -- This value means it will apply to all the entries on the invoice. Do not change it.
`billingtypeid` = -3, -- This value makes the application think this is a coupon entry. Do not change it.
`nextbilldate` = '2013-08-09' -- Once the recurring fee gets updated to a coupon entry you will not be able to change the recurring fee date on the application. So you will need to do it on the query. Change the value to the date you need.
WHERE `id` = 52; -- This is my recurring fee id. Change the value to the recurring fee id you got on the step 2.

THIS IS THE QUERY WITHOUT COMMENTS

UPDATE `recurringfee`
SET `amount_percent` = 0.10,
`coupon_applicable_to` = 124,
`billingtypeid` = -3,
`nextbilldate` = '2013-08-09'
WHERE `id` = 52;

After running the query, you should be able to generate the invoice and the discount will be taken in count.

Updated on: 24/02/2023