Rates & Offers
- Flat fees
- Building a rate structure: rate, term, payment frequency and links
- Discount campaigns: setting up, linking and applying
- Set up and manage family accounts
- Billing types and due dates for rate payment frequencies
- Configure a fixed schedule payment frequency for a rate
- How to use a contract amendment to change the payment frequency and price
- How to configure discount vouchers to include multiple discounts at once
- How to adjust the pro-rata calculation for contracts with the billing type "fixed due date" that are signed at the end of the month
- How to manage bonus periods and add them to rates and contracts
- How to create / check / deactivate rates
- How to add a term to a rate
- Adding payment type and frequency to the rate
- Individual payment dates
- Membership offer
- Membership fee adjustment rules
- How to create corporate discounts