ReCurr Plus Tutorial Series — Part 3: Quarterly Discounts

ReCurr Plus feature — Requires an active ReCurr Plus licence (RECPLUS-XXXX-XXXX-XXXX-XXXX).

A quarterly discount lets you reward customers who pay every 3 months instead of monthly. The customer pays a single upfront amount for the quarter at a reduced rate — reducing churn and improving cash flow for your business.

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Before You Begin

• ReCurr Plus is installed and your Plus licence key is active
• You have a subscription product with Billing Period set to Quarter(s)
  — OR — you are using the Billing Cycle Toggle with Quarterly as one of the available cycles (see Plus Tutorial 1)

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Step 1: Open the Product for Editing

1. Go to Products > All Products
2. Click Edit on the subscription product

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Step 2: Set the Billing Period to Quarterly

In the General tab, under the subscription fields:

• Set Billing Period to Quarter(s)
• Set Billing Interval to 1 (bill every 1 quarter)

If you are using the Billing Cycle Toggle, Quarterly will be one of the selectable cycles — you do not need to set the Billing Period to Quarterly; the toggle handles it.

Screenshot 1: Billing Period set to Quarter(s) with Interval set to 1.

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Step 3: Enable the Quarterly Discount

Scroll to the Quarterly Discount section that appears when Quarterly billing is configured:

1. Tick Enable Quarterly Discount — “Offer a discount for quarterly billing”
2. Two additional fields will appear: Discount Type and Discount Value

Screenshot 2: The Quarterly Discount section with the enable checkbox ticked.

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Step 4: Select the Discount Type

Discount Type	Description	Example
Percentage (%)	A percentage off the quarterly total	10% off
Fixed Amount (R)	A fixed Rand amount off the quarterly total	R100 off

Screenshot 3: Discount Type dropdown showing both options.

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Step 5: Enter the Discount Value

• For Percentage: enter the number without the % sign (e.g., 10 for 10% off)
• For Fixed Amount: enter the Rand value (e.g., 100 for R100 off)

Screenshot 4: Discount Value field with a value entered.

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Step 6: Review the Discount Preview

A live discount preview box appears below the fields showing:

• Monthly base price
• Quarterly base price (monthly x 3)
• Discount amount
• Final quarterly price after discount
• Monthly equivalent of the discounted quarterly price
• Total customer savings per quarter

Verify the pricing is correct before saving.

Screenshot 5: Discount preview box showing the full quarterly pricing breakdown.

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Step 7: Publish the Product

Click Update to save your changes.

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Step 8: Verify on the Frontend

Visit the product page:

• The quarterly price with discount should display (e.g., “R1,347/quarter — save R150”)
• If using the Billing Cycle Toggle, switching to Quarterly should show the discounted price

Screenshot 6: Product page showing the quarterly price with savings highlighted.

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How Quarterly Billing Works

• The customer pays the full quarterly amount in a single transaction (e.g., R1,347 upfront)
• The next payment is due 3 months later
• Renewal continues every quarter automatically via the stored PayFast card token
• The subscription dashboard shows the next quarterly payment date

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Example: Quarterly Discount Setup

Setting	Value
Product name	Website Maintenance – Quarterly
Regular price	499.00 (monthly base)
Billing Interval	1
Billing Period	Quarter(s)
Enable Quarterly Discount	Ticked
Discount Type	Percentage (%)
Discount Value	10

Result: Quarterly base = R499 x 3 = R1,497. After 10% discount = R1,347.30/quarter. Customer saves R149.70 per quarter (R598.80/year).

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Important Notes

• Full upfront payment — Quarterly billing is a single payment of the full 3-month amount, not three monthly payments.
• No pro-rata for quarterly — Pro-rata billing (mid-month alignment) only applies to monthly billing periods.
• Combining with annual — If you use the Billing Cycle Toggle with both Quarterly and Annual cycles, you can configure separate discounts for each.

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What’s Next?

Up next: Plus Tutorial 4: Plan Switching — Allowing customers to upgrade or downgrade between subscription plans.

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Quick Checklist

• [ ] Billing Period set to Quarter(s) (or Quarterly enabled in Cycle Toggle)
• [ ] Quarterly Discount enabled
• [ ] Discount Type selected
• [ ] Discount Value entered
• [ ] Discount preview reviewed — pricing correct
• [ ] Product updated
• [ ] Frontend quarterly price and savings verified

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This is Part 3 of the ReCurr Plus Tutorial Series.

Tutorial	Topic
Plus 1. Billing Cycle Toggle	Monthly/annual toggle on one product
Plus 2. Flexible Trials	7/14/21/28-day trial options
Plus 3. Quarterly Discounts	Configuring quarterly pricing and discounts (you are here)
Plus 4. Plan Switching	Plan groups, customer upgrades and downgrades
Plus 5. Cancellation, Refund & Retention	Pro-rata refunds on cancel + retention save flow
Plus 6. Pause & Resume	Freeze a subscription and resume later
Plus 7. Variable Subscription Products	Sizes, plans and buy-once-or-subscribe as subscription options
Plus 8. Troubleshooting Variable Subscriptions	Every message, what causes it, where to look