A long-term member is renewing their office, and you want to thank them with a loyalty discount. Instead of adjusting the membership price manually every month, you need a way to apply a consistent discount that updates automatically.
With OfficeRnD Flex, you can create and apply discounts directly to memberships, making billing easier to manage and benefits easier to track. The system will display the discount on all invoiced memberships over the member's life cycle.
Summary
Create plan-level discounts to automatically reduce membership prices.
Choose between Percent Off or Amount Off discount types.
Apply discounts to eligible memberships; changes affect all non-invoiced periods.
Discounts also apply to any Extras linked to the plan.
Amount Off discounts appear as a negative line item after invoice generation.
Always set up the Billing Plan first before adding a discount.
Before you start
Before applying a discount to a membership, you must create a Billing Plan and assign it to a membership. Learn how to set up Billing Plans →
What is a plan discount?
A plan discount is a reduction applied at the Billing Plan level that automatically updates all future invoices for the membership. This eliminates the need for manual price changes each month, helping maintain consistent billing and transparency for members.
When and why to use membership discounts?
Use membership discounts when you want to:
Offer loyalty benefits to long-term members
Apply custom pricing for enterprise customers
Run promotions or early sign-up incentives
Provide discounts to members based on location, plan, or community role
Apply a percentage or fixed discount that automatically appears on invoices
How membership discounts work
When you create a discount and apply it to a membership, the following will happen:
The system automatically adjusts all non-invoiced periods.
The discount applies to Extras linked to the plan.
You can choose from two discount types:
Percent Off – reduces the price by a set percentage.
Amount Off – deducts a fixed monetary value.
Note: "Amount Off" discounts will not show as a separate line item during invoice creation, but will appear as a negative line item after the invoice is generated.
Create a plan discount
To create a Billing Plan discount:
Go to Billing > Discounts.
Click Add Discount and select Plan Discount.
Give the discount a unique name in the Code field.
Add the applicable plans in the Applies for field.
Define the discount amount by setting a Percent Off or an Amount Off value.
When you're finished, click Add.
Apply the discount to a membership
The plan discounts you create can be applied directly to customer memberships. After the discount is applied, it will be considered for all non-invoiced periods.
Open an existing membership or add a new membership.
Click Select Discount and select a discount. You can review the price changes, the default price, and the discount amount.
Click Add or Update to apply the changes.
Note: When the membership base plan has Extras, the discount you select will also apply to all plan extras.
When you create an invoice for the member, the membership line item will display the discount amount and the discount value applied.
Best practices
Always create the Billing Plan first before applying a discount.
Use clear names in the Discount Code field (for example, “10Loyalty” or “50OFF”).
Apply discounts only to eligible plans to avoid confusion.
Double-check the invoiced periods. Discounts only apply to non-invoiced ones.
Inform members that the Amount Off discounts appear as a negative line item after invoice generation.
Review the total price change when applying the discount to confirm accuracy.
FAQ: Billing Plan discounts
What is a plan discount?
What is a plan discount?
A plan discount reduces the price of a membership by either a percentage or a fixed dollar amount. This discount is applied across all non-invoiced periods of the membership.
Do discounts apply to membership extras?
Do discounts apply to membership extras?
Yes, when the base membership plan includes extras, the selected discount will also automatically apply to all plan extras.
Can I apply a discount to past invoices?
Can I apply a discount to past invoices?
No, discounts only apply to non-invoiced periods.
How are discounts displayed on invoices?
How are discounts displayed on invoices?
Percentage discounts appear as separate line items during invoice creation.
"Amount Off" discounts do not appear as separate line items during invoice creation.
After invoice generation, "Amount Off" discounts will show as a negative line item.