Onetime Discounts and Account Merge

Two enhancements, inspired by your feedback, designed to make quoting more accurate and account management cleaner.

💸 Onetime Discounts on Quotes

You can now apply fixed, onetime discounts to a quote using a dedicated Onetime Discount product, without manual price adjustments or workarounds.

✨ Why you'll love it

• Apply flat discounts (e.g., competitive replacement credits) in seconds
• Easily reduce a quote to a target total value

🛠️ What to know

• Discount products allow reps to enter the amount directly during the quoting process
• Onetime Discount products generate credit notes (not invoice line items)
• Credit notes are automatically applied to the first invoice, and the remaining balance can be applied to future invoices within the same bill group

🔀 Merge Accounts (Initial Release)

You can now merge duplicate accounts directly in MonetizeNow, consolidating all related data into a single, clean account.

✨ Why you'll love it

• Reduce duplicate records
• Eliminate user confusion
• Keep account data organized and accurate

🛠️ What to know

• Merges are manual in MonetizeNow
• The merged-away account is archived and cannot be restored
• All related data moves to the retained account
• If both accounts are linked to payment gateways, you'll choose which one to keep