Introduction
Rechargly allows you to control how discounts are split between your firm and your clients. The process for updating discount splits is different depending on whether you want to change it for all clients (Xero default) or just a specific customer.
Changing the discount split for all Xero clients
Go to Billing in Rechargly.
Click the […] and choose Discount Split
Define the rule to split the partner discount (when it exists).
Changing the discount split for an individual client
You can adjust the discount split for a specific client yourself:
Go to the Billing page in Rechargly.
Find the customer whose discount split you want to change.
Hover over the Margin column next to their name.
Click on the percentage to edit it.
Enter the new discount split and save.
This will update the discount split for that individual customer only.