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Using Financing Markdown Discount

How to offer your customer a 'cash discount'

Customer_Success avatar
Written by Customer_Success
Updated over 4 years ago

When offered financing, some customers prefer to also learn about any incentives they might get when paying for the service in any other way.

In order to show this so-called "cash discount" on the proposal, you need to make sure the admin has created a Financing Markdown Discount (read more) and you have any financing option selected on this particular proposal.

If you have an Automatic Discount set up in the system, then you will notice the cash discount to appear by itself immediately after a financing option is selected.

How does it work?

  • Summary Page >> Interactive Discounts section (will only show up if there is at least one Discount available)

  • Select a financing option

  • Click Add

  • Select a Discount that does not have a dollar value from the list -- this is your Financing Markdown Discount

  • Add to Proposal

  • Once selected and applied, the Financing Markdown value will be recalculated based on the financing markup of the current financing option. You will be able to see and communicate to the customer clearly how much their 'cash discount' is going to be in dollars.

  • Remove if needed

  • If you choose a financing option, your 'cash discount' value is smart enough to will recalculate

  • If you remove the financing option altogether - the selected 'cash discount' will be removed as well

Example of offering a Non-Automatic Cash Discount:

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