Payment and InvoicingPurpose
1.2. Automate validation, calculation, and integration of diverse promotional offers at the point of invoice generation and payment processing.
1.3. Eliminate manual entry errors, support dynamic promotional campaigns, and enable transparent accounting for all discount activities.
Trigger Conditions
2.2. Detection of promo code or discount field filled by customer or staff.
2.3. Scheduled campaign window for specific discount types.
2.4. Customer contract renewal, upgrade, or service extension triggering eligibility.
2.5. API request from web or mobile checkout invoking discount application logic.
Platform Variants
• Function: "Coupons" API — auto-apply promo code to invoices via metadata and customer object.
• Sample: Configure coupon ID and attach to invoice.create endpoint.
3.2. QuickBooks Online
• Setting: Custom Fields & Automations — flag 'discount code' field, connect with invoice rules.
• Sample: On invoice submit, populate line item with discount if field present.
3.3. Xero
• Function: "Invoice Items" endpoint — reduce invoice total using Discount Rate API field.
• Sample: Parse promo value, update discount_rate for the relevant invoice line.
3.4. Zoho Books
• Feature: Coupons Module & Invoice Automation — link coupon rule to recurring or new invoices.
• Sample: Monitor 'Apply Coupon' action and trigger workflow to adjust total.
3.5. FreshBooks
• Setting: Invoice Discounts — add percent/flat discount in invoice JSON via API.
• Sample: Insert discount parameters when invoice is auto-generated.
3.6. Square
• Function: Catalog Discounts & Orders API — attach discount ID in order.invoice endpoint.
• Sample: Map web checkout promo entry to API discount field.
3.7. SAP Business One
• Setting: Price Lists/Discount Groups — assign or automate based on customer groups.
• Sample: Auto-apply based on order context in DI API.
3.8. Microsoft Dynamics 365
• Function: Discount List & Power Automate Flow — configure condition-based auto-discount.
• Sample: Define trigger in Flow on new invoice, pass promo code to Discounts entity.
3.9. Salesforce Billing
• API: "Apply Discount" Action — invoke with relevant code on invoice update.
• Sample: Trigger process builder when Opportunity has promo code.
3.10. Bill.com
• Feature: Custom Workflows — detect invoice notes for discount patterns and adjust total.
• Sample: Configure workflow trigger for discount application keyword.
3.11. NetSuite
• Feature: SuiteScript — auto-insert promotional discount in Sales Order record.
• Sample: Post-process API event for new order, validate code, adjust total.
3.12. Odoo
• Function: Pricelist Automation, Coupons/Odoo Promotions — auto-add coupon rule to invoice.
• Sample: On checkout event, parse promo, update invoice line.
3.13. Sage Intacct
• Setting: Smart Rules/Events — watch for promo codes and insert as invoice line adjustment.
• Sample: Create event on invoice creation, reference coupon lookup.
3.14. PayPal Invoicing
• Feature: Custom Amount/Discount API param — append discount value in PayPal invoice JSON.
• Sample: Apply discount before sending invoice via REST API.
3.15. Chargebee
• Function: Coupons API — match and apply promo code on subscription invoice event.
• Sample: Webhook on invoice-created, run coupon validate/apply.
3.16. Braintree
• Feature: Discounts API — attach predefined discount to transaction in server-side code.
• Sample: On payment method request, set discount_code param.
3.17. Paddle
• Setting: Coupon Integration — auto-apply valid coupon codes in checkout.js integration.
• Sample: Validate on 'order:created', adjust amount.
3.18. WooCommerce (WordPress)
• Function: Coupons Hook — on 'woocommerce_before_calculate_totals' action, inject discount on invoice.
• Sample: Custom PHP applies promo logic server-side on rental product invoice.
3.19. Shopify
• Function: Script Editor/Discount API — auto-apply promo codes in custom app workflow.
• Sample: Detect checkout event, match promo, update line item totals.
3.20. Magento
• Feature: Cart Price Rules API — create automated rule driven by entered promo code.
• Sample: On invoice event, API validates and adjusts price via discount rule.
3.21. Sage 50cloud
• Setting: Batch Invoicing — monitor for promo entries, auto-add adjustment line in invoice.
• Sample: Script to validate promo in invoice CSV upload.
Benefits
4.2. Enables flexible, data-driven discount campaigns with real-time monitoring.
4.3. Improves customer trust and retention via prompt and accurate incentives.
4.4. Supports scalability for growing appliance rental operations.
4.5. Facilitates transparent reporting and audit trails for promotional activity.