You can update a client’s discount margin in two different ways:
Set a Default Discount Split:
Go to Billing in Rechargly.
For Xero, you can define the discount split directly by clicking the […] and setting the split.
For other vendors, the discount margin must be defined during your onboarding, or by contacting support.
Adjust an Individual Client’s Discount Split:
Go to the Billing page.
Select the individual customer.
Modify their discount split as needed.
Once updated, the new discount margin will be applied to all future charges and invoices for that client.