This article outlines how to set up a new charge discount rule.


All discount information is stored on the Finance Tab > select Discounts


 

The following steps enable a user to create a discount rule:


  1. Select the type of discount
  2. Create a discount block
  3. Select a discount rule
  4. Specify the discount calculation
  5. Click 'Create' to save


Note: It is possible to create more than one discount rule within the same ‘Block’. 

If a charge is eligible for more than one charge discount rule, only the most specific discount will be applied to the charge. Please see the section on ‘Charge Discount Priority’ for more information.


For a more detailed breakdown, please see the steps below.

1. Select the type of discount


There are four different types of discount options that can be used:



Discount Option

Description

Instructions

By Case

Create charge discount rules that are specific for charges added to a particular case.

  1. Type the case code
  2. Select the correct case from the suggested codes
  3. Click ‘Go’
  4. Click ‘Add Discount’

 

By Client

Create charge discount rules that are applied to charges across all a client’s cases.

  1. Type the client name
  2. Select the client from the suggested list
  3. Click ‘Go’
  4. Click ‘Add Block’

By Client/

Applicant

Create charge discount rules that will only be applied to cases that have the specified client AND applicant combination.

  1. Type the names of the Applicant and Client
  2. Select the correct contacts from the suggested list
  3. Click ‘Go’
  4. Click ‘Add Discount’

By Client Profile

Create charge discounts for a group of clients. Please contact our support team to set up a Client Profile list.

  1. Select the Client Profile from the drop down list
  2. Click ‘Go’

 

Note: If a charge is added to a case that is eligible for more than one type of charge discount, only the most specific discount will be applied to the charge. Please see the section on ‘Charge Discount Priority’ for more information.

2. Create a discount block


After clicking ‘Add Block’/’Add Discount’ users will see a pop-up box to set up discount block filters.


 

These filters determine which cases the charge discount can be applied to. E.g. Users may have separate discount blocks for Patents, Trade Marks and Designs etc.


Note: This is not relevant to case-specific charge discount rules.


- Use the drop down lists to select the case criteria where the discount will be applied


Filter Option

Description

Case Type

This sits above case categories. Most systems do not Case Types so this filter should be left to ‘All’.

Case Category

Select the category of cases the charge discounts should be applied to. E.g. Patent, Trade Mark, Design

Case Subcategory

Select the subcategory the charge discounts should be applied to. E.g. First Filing

Country

Select the country the charge discounts should be applied to. To use this option, you will need to add a Category AND Subcategory filter first.

             

- Click ‘Create’


Note: A case would need to meet all the criteria specified in the Block filter for the charge discounts to be available. If a charge is added to a case that is eligible for more than one discount Block, only the most specific discount will be applied to the charge. Please see the section on ‘Charge Discount Priority’ for more information.

3. Select a discount rule


- Click the relevant discount rule button in the top right corner of the discount Block.


Discount Rule Option

Description

‘Add Category’

Create a discount based on the charge category (Time/Fixed/Cost)

 

‘Add Charge Sheet Item’

Create a discount based on a pre-specified charge that is saved in your Charge Sheet (select the name of the charge sheet item)

 

4. Specify the discount calculation


Discount option

Description

Percentage Discount

Enter the percentage to discount from the total charge amount e.g. 

10 = 10% off £100 = £90.

Fixed Amount

Enter the set amount to charge regardless of usual charge amount e.g. 100 = charge £100 instead of the usual charge amount.

Fixed Discount

Enter the set amount to discount regardless of the usual charge amount e.g. 10 = £10 off £200 = £109

Fixed Amount in CurrencySelect a currency and enter a set amount to charge in this currency. e.g. if the charge is usually £100, charge fixed amount of €150

 

5. Click ‘Create’ to save