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This walkthrough configures a quantity discount on a PIT line item, with a cadence different from the billing period, and checks the result against a few months of usage.

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Step 1: Decide how many units are discounted per cycle

Pick the number of free units the customer gets per cadence cycle. This walkthrough uses 500 discounted units.

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Step 2: Decide the cadence

Decide how often the discounted pool refreshes, and how that relates to the billing period. This walkthrough sets the discount to refresh quarterly while billing happens monthly:
  • value: 500
  • cadence: P3M (quarterly)
This means a single pool of 500 units is shared across all three months of the quarter and depletes chronologically as usage comes in.

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Step 3: Decide on proration for partial cadence windows

If the contract might start partway through a cadence window, decide whether the pool should be reduced proportionally (partial_period_handling=prorate, the default) or remain at its full size for the partial window (partial_period_handling=full). This walkthrough leaves the default, so a contract starting mid-quarter gets a proportionally reduced pool.

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Step 4: Decide on a date range, if the discount shouldn’t run for the line item’s full duration

By default, the discount is active for the line item’s entire duration. If it should only apply for part of that, for example an introductory discount for the first six months of a longer contract, set the discount’s own date range. It can only be a sub-range of the line item’s duration, not extend beyond it. This walkthrough leaves it matching the full line item.

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Step 5: Add a label and set the order, if stacking

Set a label for how the discount appears on the invoice, for example “Included usage.” If this line item has other discounts too, set the order field: quantity discounts should generally come first, since they reduce units before dollar-based discounts apply.

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Step 6: Save and preview

Save the configuration, then preview the invoice across a few months to confirm the pool depletes as expected:

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What’s next

  • If this line item uses volume or tiered pricing, see the volume pricing doc for how the quantity discount can shift which bracket usage falls into.
  • To stack this with a percent or fixed discount, see the percent discount doc.