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Configure invoice discounts

Learn how to configure an early payment discount for invoice-level adjustments.

  1. Navigate to Settings > Cash Apps > Adjustments.
  2. Click + Adjustment.
  3. In the Title field, enter Early Payment Discount.
  4. Enter the Description.
  5. Under Calculation method, select Rule-based.
  6. Under This adjustment is based on, select Invoice Amount.
  7. Under Apply, select On Invoice.
  8. Under Allow Deviation, configure the allowed deviation that applies when no customer-level override is configured. Select the appropriate option,and enter the allowed deviation .
  9. Select Trade Credit / Early payment discount. Enter the qualifying period day(s) from the invoice date.
  10. To allow a customer-specific qualifying period, select Allow customer-specific discount qualifying period.
  11. To allow a customer-specific discount percentage, select Allow customer specific discount %, and select the appropriate field from Select custom field.
  12. Click Save.

    After you save the adjustment, the following rules apply:

    • If the customer pays outside the qualifying period, Zuora does not apply the early payment discount.
    • If the customer has a 2% discount configured, Zuora applies the 2% discount.
    • If multiple invoice-level adjustments apply to the same invoice, Zuora treats them as additive.