Discount improvements

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11 comments

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    Dedric Hourde
    • I do agree with the idea of being able (by staff) to enter a custom discount directly on the Edit invoice page without having to create & use a one-time discount code.

     

    • regarding the presentation of discount, while the current display can be confusing, I'm ok with how it is displayed when using the "per booking" discount, which, as suggested by Phillip Hullquist in his option #1, creates an additional line for the discount, as shown below:

    The problem is with the "per item" method, where this discount type actually changes the rate to the discounted one. so the value of the discount is not displayed in relation to the item (only in the total at the bottom in the "savings" section).

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    Ryan Lainchbury

    Thanks for the feedback, Dedric Hourde and Phillip Hullquist

    Although we're not focusing on the Discounts at the moment, I'm sure it is something our Product team wants to improve in the future. Your screenshots for how to improve Discounts look great! They're an excellent way to help our Product team understand what you're looking for.

    Regarding your feedback on adding one-time Staff discounts; one thing you can do instead of using a discount is to manually edit the price of the Item on the booking to a discounted amount. This is a quick option for adding ad-hoc pricing adjustments. With that said, this solution isn't perfect, as ad-hoc pricing changes aren't logged in your Discount Reports. I recommend adding a note as well to the booking to keep track of it.

    Thanks for sharing your ideas! I'm looking forward to seeing what other Community members would find this helpful.

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    Phillip Hullquist

    I'm aware the price can be edited at the product level within the invoice, but that's not really a solution because I want the customer to know that they're getting a discount and highlight it appropriately. The big problem with how discounts are displayed currently is that it's very confusing to the end customer. I understand that this sort of feedback is not being considered right now, but I do hope it can be fixed in the future.

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    Brittany

    Thank you for your follow up!

    I can understand why editing the subtotal per item in a booking wouldn't result in the desired outcome. Having an ad hoc way of applying a discount to a booking for any value or percent perhaps only on an admin level could certainly be of help.

    I'll include your additional feedback in the existing request so that it can be considered but in the meantime, you could bookmark the Discounts menu in your browser so that you can quickly get to where you'd need to generate a discount. I know it's not ideal but thought I'd mention it as a tip.

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    Steve Venton

    Philip Harlaut - Great suggestions, which I totally support. 

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    Steve Venton
     
    From me, Steve Venton: It's great to be able to apply discounts to bookings. However, the way that they're shown on the Customer Booking / Invoice is confusing.

    When the Discount is Per Item the actual cost of each item to which it applies is reduced and the TOTAL saving is shown next to the included tax. 

    By contrast when the Discount is Per Booking, the discount for each item to which the discount applies is shown and there is no Total savings indicated. 

    The way that this works could be improved:

    It would be better if there was a system wide switch that defined which way of showing the discount on invoices would apply, so that whether a Per Item or Per Booking discount was used, the discount on the Invoice would be shown for ALL invoices as either the discount per item or the total savings in the booking.

    Also, it is confusing that the Savings line is included Total. I regularly have clients asking why, when they use Per Item Discounts, the total is say $500 and the Savings are $100, that they still have to pay $500 and not $400. Please at the very least change the label so that it says "Savings Included" and ideally move this line, so that it appears in a better place on the invoice - ideally above the first Total.

    By the way, what is the point of having a Sub Total line on the Invoice in the first place?
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    Steve Venton

    I also support the request from parawing742 on the old forum:

    I'd also like to see the way the discount is shown to be highlighted a bit more as it's often completely overlooked by customers. Another big improvement would be for us to enter a simple one-off discount directly from the edit invoice page instead of making a custom discount code each time.
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    Phillip Hullquist

    It would really be great to get this fixed someday. The non-standard way that Checkfront displays discounts in incredibly confusing for customers and has been for years.

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    Steve Venton

    There are some great ideas in this thread that really need to be added to the development plan.

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    Phillip Hullquist

    Bump.

    Brittany Are there any plans yet to fix these basic problems?

    We were told over four years ago that communication and development would improve in the future, but the Checkfront platform seems to be as dead as ever.

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    Dedric Hourde

    Phillip Hullquist: if anything, I feel since the change to the "new community platform" there is even less communication and/or interaction from CheckFront Support to the community.

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