Surcharges & discounts

A discount or a fee per payment method

Customers who pay in advance get a 2% discount; customers who choose cash on delivery pay a fixed fee. Two items, two rules with the Applied payment method condition.

Type
Pseudo product, percental
Value
−2%
Rule
Payment method
Removable
No

The rule and the item.

On the left the rule in the Rule Builder, on the right the item's fields that matter. Everything else stays as it is when you create the item.

RuleRule Builder

  • Applied payment methodIs one of Paid in advance

Prepayment discount −2%

  • Pseudo productsCatalogues
  • Basic DataProduct typePseudo product
  • Basic DataRemovableoff
  • Basic DataRulePayment: paid in advance
  • Pseudo ProductTitlePrepayment discount
  • Pseudo ProductType of surcharge/discountPercental
  • Pseudo ProductSurcharge/discount−2%
  • Cart NoteType · DisplaySuccess (green) · Always

What the customer sees.

2% of €495.95 is €9.92. A negative percentage produces a discount, calculated over the cart like any percentage.

Cart2 items

  1. Main product1 piece €495.95
  2. Prepayment discountautomatic 2% of the goods value −€9.92

Subtotal€486.03

Why it is set up this way.

The fee for cash on delivery

A second item with a rule of its own: Applied payment method is Cash on delivery, type Absolute, a fixed amount with tax rate. With both items in place, the payment method decides which one is added.

Switching at checkout

The customer chooses the payment method at checkout. If they switch it, the cart is recalculated, and the item comes or goes with the rule.

Why the note always shows

Once would mean: once per session. With a discount that comes and goes with the payment method, it is clearer if the note shows every time.

What to watch out for: Until the customer chooses a payment method at checkout, the rule checks the preset one. So the discount can already be in the cart if payment in advance is preset.

Percentage Fixed amount Comparison

All examples.