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
Contact Rechargly Support
If you want to change the default discount split applied to all clients (the Xero discount split), you need to contact Rechargly Support. This setting cannot be updated directly in the Rechargly platform.
Changing the Discount Split for an Individual Customer
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.
FAQs
Can I change the default discount split for all Xero clients myself?
No, please contact Rechargly Support.
Can I set a different discount split for just one customer?
Yes, update this from the Billing page as outlined above.
Will future invoices use the new discount split?
Yes, all new invoices for that customer will use the updated split.