Discount Templates
You can create and use discount templates for common discounts for invoices under a service agreement.
The Discount Templates page displays a list of all discount templates. Here you can view and create discount templates.
On the Discount Templates page, select a template name to view the discount template.
In the top right corner of the Discount Templates page, select Create Discount Template.
Tip
If you want to create a new discount template, and all or most of its information will be the same as a current template, you can copy the current template. Copying is a convenient way to avoid entering the same template information multiple times.
To copy a template, select Copy next to a template.
On the Discount Template page, enter the template information and select Save Template. See the "Discount Template Field Descriptions" below for more information about the template fields.
Discount Template Field Descriptions
Section and Field | Description |
|---|---|
Name | Enter a relevant name. |
Charge Code | Accessorial charge codes. |
Description | Enter a brief description of the template. |
Usage section | |
Usage Type | Usage types are custom entries that we help you create during initial onboarding with Corsair. |
Pricing section | |
Billing Scheme |
|
Currency | Select an international currency unit. |
Amount Per Unit | Enter the discount amount per unit. |
Add Share | Share the template with subdomains. |
On the Discount Templates page, select a discount template to edit.
Edit the discount template information.
At the bottom of the Discount Template page, select Save Template.
On the Discount Templates page, select a discount template to delete.
At the bottom of the Discount Template page, select Delete Template.