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.
How discount changes affect invoices
When you change a discount split — whether for all clients or an individual — the change applies to future invoices only. Any invoices that have already been generated (including upcoming invoices that are already queued) will use the discount split that was in place at the time they were created. If you need a discount change reflected on an invoice that's already been issued, you'll need to void that invoice and generate a new one.
What happens with promotional discounts
If a client has a promotional or time-limited discount (e.g. a partner onboarding discount), this takes priority over the standard discount split. Once the promotional period ends, the discount split reverts to whatever default is set — either the Xero-wide default or the individual client override, if one exists. Promotional discounts do not permanently change the underlying split configuration.