> ## Documentation Index > Fetch the complete documentation index at: https://docs.metrifox.com/llms.txt > Use this file to discover all available pages before exploring further. # Discounts ## **Overview** Discounts let you reduce the amount a customer pays for products, plans, or purchase items. You can use discounts to: * Run promotions and seasonal campaigns * Offer partner or enterprise pricing * Reward loyal customers * Apply special pricing for selected customer groups ## **Creating a Discount** 1. Navigate to **Offers → Discounts**. 2. Click **Create discount**. Discount Create 3. Fill in the basic details: * **Discount name** * **Description (Optional)** * **Amount type** (currently percentage) * **Percentage (%)** Create discount modal 4. Choose **Application type**: * **Manual**: Applied when selected during manual subscription/invoice flows. * **Automatic**: Applied automatically to eligible invoices based on configuration rules. **Activation behavior** * **Manual discounts**: active immediately after creation. * **Automatic discounts**: created in **Draft**. You can activate them manually, or have them activate automatically on the date you set. Discount application type ### **Automatic discount** When **Application type is Automatic**, configure lifecycle, limits, scope, and eligibility. #### **Discount lifecycle** Choose how long the discount remains active: * **Forever**: Applies to every eligible invoice continuously until deactivated. * **Limited period**: * **Set fixed duration** (optionally set activation date, then duration + unit) * **Expires at** (set activation and end dates) Discount lifecycle fixed duration Discount lifecycle expires at #### **Redemption limits** * **Per customer usage limit**: Set how many times each customer can redeem the discount. Limit discount to specific item #### **Scope** Apply the discount to a specific scope instead of the full invoice. When limiting to a specific item, set: * **Apply to**: Product, Plan, Add-on, Single purchase, One-time charge, Feature, or Credit. * **Select item**: Choose the specific item the discount should apply to. * **Application level (Plan only)**: Entire plan, specific entitlement, or attached credit. * If **Entire plan** is selected, you can optionally toggle **Discount applies to all optional add-ons**. * If **Specific entitlement** or **Attached credit** is selected, choose the entitlement/credit under that plan. Limit discount to specific item Limit discount to specific item Limit discount to specific item Limit discount to specific item Limit discount to specific item #### **Customer eligibility** Choose who can receive the discount: * **All customers** * **Specific customers** * **Exclude customers** Then configure **Restriction** (**Existing customers only** vs **Existing and new customers**) when **All customers** is selected. For **Specific customers** and **Exclude customers**, select the customers to include or exclude. Customer eligibility for discounts Customer eligibility for discounts 5. Click **Create discount** to save. ## **Managing Discounts** From **Offers → Discounts → Discount details page**, you can: * **Edit discount**: Click **Edit discount** to update configuration fields. * **Activate discount**: Use **Actions → Activate discount** (for draft/inactive discounts). * **Deactivate discount**: Use **Actions → Deactivate discount** to stop applying it. * **Manage customer eligibility**: Use **Actions → Manage customer** to update included/excluded customers and restrictions. * **Delete discount**: Use **Actions → Delete discount** to permanently remove it. Discount details actions ## **Applying Discounts** ### **Automatic discounts** Automatic discounts are applied by Metrifox whenever an invoice or checkout matches the discount rules (lifecycle, scope, and eligibility). You can see applied automatic discounts in: * Checkout or subscription order summary * Subscription or invoice details (Eligible discounts / applied discount sections) ### **Manual discounts** Manual discounts are applied explicitly at runtime from one of these entry points: * **Manual subscription flow**: Click **+ Add discount** in the Assign Subscription page. * **Subscription details flow**: Open a subscription and use **Actions → Apply discount**. This affects the **upcoming invoice only**. * **Invoice details flow**: Open a **draft invoice** and use **Actions → Apply discount** (manual discounts can only be added to draft invoices). Add discount from manual subscription flow Apply discount action from subscription details flow Apply discount action from invoice details flow #### **Steps** 1. Open the **Add discount** modal. 2. Select the discount. 3. Choose scope: * **Apply on entire plan**, or * **Apply on specific items** 4. If **Apply on specific items** is selected, choose the items to include. 5. Click **Add discount**. After applying, use the **Eligible discounts** section to view all possible discounts that can affect the next invoice. The discount can be either **automatic** or **manual**. * **Subscription details** → **Eligible discounts** section * **Invoice details** → **Eligible discounts** section Eligible discounts in invoice details