Playbook when you buy Xero subscriptions in bulk

Which model should you pick, and how do you automate it?

‍

1. Decide what model suits your firm

There are two clean models, and your reason for buying in bulk decides which one. Pick one per client, or set a default and handle the exceptions.

• Keep both discounts. The client pays full price throughout. The firm keeps the promo discount and the partner discount. Maximum margin, and the client is no worse off than buying Xero direct. Suits a firm using bulk as a revenue stream.
• Pass the promo through, then keep your partner discount. The client gets the full promo, then reverts to standard pricing. The firm keeps its partner discount once the promo ends. Suits a firm using bulk as an incentive, to win a new client or move one onto Xero.

Here is what each model is worth on one Ultimate 10 organisation over a six-month promo.

‍

Across 20 organisations on this plan, keeping both discounts is worth $15,444 over six months.

2. Set it up in Rechargly

Set the model once under Setup, Vendors, Xero, Discount split. It runs through the promo and after it ends, so nobody edits a repeating invoice.

To pass the promo through, leave the split on partner discount only. To keep both discounts, switch it to total discount. At a 100% split the client is billed the full price and the firm keeps the rest. Check the 50% and 75% discounts already on your Xero bill first, because the setting covers those too.

3. Set exceptions for clients you want to pass the discount to

If a client should get the full discount, set an exception for them. The default applies to everyone else.

FAQ

How long does Xero's bulk discount last?

Bulk business plans are often offered at 90% off for six months.

Who keeps the discount, the firm or the client?

You decide. During the promo there is no partner margin, so the choice is whether the client pays the promo price or the full price. After the promo, you decide whether the client pays full price or shares your partner discount. Most firms pass the promo through, then split the partner discount.

What happens to the Rechargly invoices when the promo ends?

The invoice amounts automatically transition from the promotional price to the retail price (less any discount that you’ve agreed to pass on).

Can I treat some clients differently?

Yes. Set a default model for the firm, then set an exception for any client who should get the full discount. The default applies to everyone else.

How do I stop paying for clients who have left?

A subscription keeps running until someone cancels it in Xero. From Rechargly, we will bill the client the full amount until they transition away from your partner account.