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Payments

Understand discounts in HubSpot payments

Last updated: September 6, 2022

Applies to:

Marketing Hub Starter, Professional, Enterprise
Sales Hub Starter, Professional, Enterprise
Service Hub Starter, Professional, Enterprise
Operations Hub Starter, Professional, Enterprise
CMS Hub Starter, Professional, Enterprise

When creating a payment link or a quote, you can include discounts for individual line items and discounts on the order total. Below, learn more about the different types of discounts and how they impact payments.

Overview

When creating a payments link or quote, you can include two types of discounts: a unit discount, and a one-time order discount.

  • Unit discount: a discount that applies only to an individual line item. When applied to a recurring line item, discount will apply to all future payments. The total of unit discounts make up a line item discount.

USD-discount-line-item

  • One-time discount: a discount that applies to the order total.
    • If the payment link includes recurring payments, the discount will first be applied to the one-time line item total, then to the recurring line item total. See an example of this below.
    • For recurring line items, this discount only adjusts the price of the first payment of the subscription. If you want to provide a discount on all payments of recurring line items, add the discount as a unit discount instead.
    • Discount information will appear in payment properties such as Total discounts amount. To view these properties, add them as columns to the payment index page. These properties do not appear in the payment record sidebar.
    • Discounts do not impact subscription MRR and ARR. However, discounts applied to subscriptions will impact the Last payment amount and Total amount collected subscription properties. Learn more about discount properties, and view examples of how discounts can impact them.

      payment-link-order-discount

For the buyer, discounts appear throughout the checkout process as well as on their receipt.

payment-checkout-discounts-3 payment-custom-receipt-3
Checkout Buyer receipt

The merchant notification that you receive after payment will also contain discount information.

payment-merchant-receipt-3

Discount information in HubSpot

In HubSpot, you can view discount information in properties on the payments index page and on subscription records. You can also use payment properties in other HubSpot tools, such as workflows and reports.

View discounts in properties

  • On the payments index page, include the Total discounts amount property column to view the total applied discounts, including line item discounts and one-time order discounts.

    discount-amount-index-page
  • When a one-time order discount is applied to recurring line items, the subscription record will reflect the discount in the Last payment amount and Total amount collected properties. View examples of this below.

    subscription-record-properties

Use discounts in other HubSpot tools

  • In a workflow, include the Discount applied property to automate email sending to purchasers who received a specific discount amount.
    discount-workflow-example
  • Using the custom report builder (Professional and Enterprise only), you could create a payments report to view monthly Gross amount of payments broken down by Total discounts amount.

    example-report-monthly-gross-amount

Discount examples

View the examples below to better understand how discounts can impact subscriptions.

Mixed one-time and recurring line items

A payment link or quote contains two line items:

  • One-time line item: $150
  • Recurring line item: $100 per month

With an order discount of $175, the buyer's first payment amount is $75. After the buyer's first payment, the following properties on the subscription record will be updated:

  • Last payment amount: $75
  • Total amount collected: $75

payment-link-example-1

Because the order contains both a one-time and a recurring line item, the discount is first applied to the one-time line item total ($150), then to the recurring line item total ($100). During the next billing cycle, the recurring line item subscription will return to its original price of $100.

One recurring line item

A payment link or quote contains a recurring line item of $100 per month. With an order discount of $20, the buyer's first payment is for $80. After the buyer's first payment, the following properties on the subscription record will be updated:

  • Last payment amount: $80
  • Total amount collected: $80

payment-link-example-2

Because there are no one-time line items on this order, the discount is applied in full to the recurring line item total ($100). During the next billing cycle, the subscription will return to its original price of $100.

Multiple recurring line items

A payment link or quote contains three line items:

  • One-time line item: $50
  • Recurring line item: $50 per month
  • Recurring line item: $100 per month

With an order discount of $125, the buyer's first payment is $75. After the buyer's first payment, the following properties on the subscription record will be updated as follows:

  • Last payment amount: $75
  • Total amount collected: $75

payment-link-example-3-new

Because the order contains both one-time and recurring line items, the discount is first applied to the one-time line item total ($50), then to the recurring line item total ($150). During the next billing cycle, the recurring line items return to their original price, which is $50 per month and $100 per month respectively.

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