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Service Promos

Service Promos

Service Promos

What are Service Promos?

Service Promos allow you to create promotional discounts that can be applied to customer services. When a promo is active on a service, the monthly fee is automatically reduced on invoices for the duration of the promotion.

Discounts appear as a reduced service fee on the invoice — there is no separate discount line item.

Managing Promos

Creating a Promo

  1. Navigate to Service Promos from the Services menu

  2. Click Add New

  3. Fill in the promo details:

    • Name — A descriptive name for the promotion (e.g. "New Customer 20% Off")

    • Description — Optional details about the promotion

    • Discount Type — Choose between:

      • Percent — A percentage discount (e.g. 20 = 20% off)

      • Fixed — A fixed dollar amount discount (e.g. 25 = $25 off per month)

    • Discount Value — The discount amount (percentage or dollar value depending on type)

    • Duration (Months) — How many months the promo lasts when assigned to a service

    • Stackable — Whether this promo can combine with other promos on the same service (see Stacking below)

    • Active — Whether the promo is available for assignment

  4. Click Save

Editing a Promo

  1. Navigate to Service Promos

  2. Click on the promo you want to edit

  3. Make your changes and click Save

Note: Changes to a promo's discount type or value will affect all future invoices for services using that promo. Already-generated invoices are not affected.

Assigning Promos to Services

From the Service View Page

  1. Navigate to the customer's service (Engineering > click on the service)

  2. Scroll down to the Service Promos panel

  3. Click Add Promo

  4. Fill in the assignment details:

    • Promo — Select from the list of active promos

    • Start Date — When the discount should begin (see important note below)

    • End Date — Automatically calculated from the promo's duration, but can be overridden

    • Active — Enable or disable the assignment

  5. Click Save

Important: Setting the Start Date

When adding a promo to a service, the Start Date defaults to the start of the next billing period for that service's invoice type. It is strongly recommended to keep this default.

Why? If a promo starts mid-billing period, the discount is calculated on a pro-rata (daily) basis for the remaining days in that period. This can result in amounts that are difficult to verify and may cause confusion on the invoice. By aligning the start date with the next billing period, the promo applies cleanly to full billing cycles — making invoices straightforward and easy to understand.

Example:

  • Service: Internet Basic — $100/month

  • Current billing period: 01/03/2026 to 31/03/2026

  • Next billing period starts: 01/04/2026

If you add a 20% discount promo:

  • Start date = 01/04/2026 (recommended): Next invoice shows a clean $80.00 charge for the full month

  • Start date = 15/03/2026 (mid-period): Current invoice shows $100.00 for the first 14 days at full price and a pro-rata discounted amount for the remaining 17 days — harder to verify

The system automatically calculates the next billing period start date based on the customer's most recent invoice for that service's invoice type. You can override this if needed, but keeping the default is the simplest option.

Promotion Status Banner

When a service has an active promo, an information banner appears at the top of the service view page showing:

  • The original monthly fee

  • The current discounted fee

  • When the promotion ends

How Discounts Work on Invoices

When an invoice is generated for a billing period:

  1. The system checks each service for active promo assignments

  2. If a promo is active during the billing period, the discount is applied to the monthly fee

  3. The discounted fee is used for all calculations including pro-rata charges, tax, and credits

  4. The invoice line item shows the reduced amount

Example

  • Service: Internet Basic — $100/month

  • Promo: "Welcome Offer" — 20% off for 3 months

  • Invoice line item will show: $80.00 (instead of $100.00)

Stacking Behaviour

Each promo has a Stackable setting that controls how it interacts with other promos on the same service.

All Promos Are Stackable

When every promo on a service is marked as stackable, discounts are applied one after another:

  • Base fee: $100.00

  • Promo A: 20% off — fee becomes $80.00

  • Promo B: 10% off — fee becomes $72.00

Any Promo Is Non-Stackable

If any promo on the service is not stackable, only the single best discount is used:

  • Promo A: 20% off — saves $20.00

  • Promo B: $25 fixed discount — saves $25.00

  • Result: Promo B wins — fee is $75.00

Frequently Asked Questions

Can I apply multiple promos to the same service?

Yes. If all promos are marked as stackable, they will combine. If any promo is non-stackable, only the best single discount applies.

What happens when a promo expires?

The service automatically returns to its full monthly fee on the next invoice after the promo end date.

Can I end a promo early?

Yes. Either set the Active flag to No on the assignment, or change the End Date to an earlier date.

Does the promo affect pro-rata calculations?

Yes. If a service has a promo and is billed pro-rata (partial month), the pro-rata calculation uses the discounted fee.

Should I set the start date to today or the next billing period?

Set it to the next billing period start (the default). This ensures the discount applies to full billing cycles and avoids confusing pro-rata calculations on the current period's invoice.

What if a promo gives 100% discount?

The service fee will be $0.00 on the invoice. The line item still appears but with a zero amount.