---
title: How to Set Up a Discount Plan and Apply Discounts to Tenants
description: Learn how to create discounts and apply them to specific tenants or unit rentals.
---

[Skip to content](https://help.6storage.com/knowledge-base/how-to-set-up-a-discount-plan-and-apply-discounts-to-tenants#main-content)

[![6Storage Customer Support White](https://help.6storage.com/hs-fs/hubfs/6Storage%20Customer%20Support%20White.png?width=275&height=75&name=6Storage%20Customer%20Support%20White.png)](https://help.6storage.com/?hsLang=en)

- [Back to Website](https://www.6storage.com/)
- [Products](https://www.6storage.com/)
  
  Show submenu for Products

    - [Management Software](https://www.6storage.com/self-storage-management-software/)
    - [Website Design](https://www.6storage.com/website-design/)
    - [SEO Service](https://www.6storage.com/seo-service/)
    - [6Security Access Control](https://www.6storage.com/6security-cloud-based-access-control/)
    - [Tenant Protection](https://www.6storage.com/6storage-tenant-protection/)
    - [AI Sales Agent](https://www.6storage.com/ai-sales-agent/)
- Contact Us
  
  Show submenu for Contact Us

    - [Book a Discovery Call](https://www.6storage.com/book-a-demo/)
    - [Contact Form](https://www.6storage.com/contact-form/)
    - [Support](https://www.6storage.com/6storage-support/)

Open main navigation

Close main navigation

- [Back to Website](https://www.6storage.com/)
- [Products](https://www.6storage.com/)
  
  Show submenu for Products

    - [Management Software](https://www.6storage.com/self-storage-management-software/)
    - [Website Design](https://www.6storage.com/website-design/)
    - [SEO Service](https://www.6storage.com/seo-service/)
    - [6Security Access Control](https://www.6storage.com/6security-cloud-based-access-control/)
    - [Tenant Protection](https://www.6storage.com/6storage-tenant-protection/)
    - [AI Sales Agent](https://www.6storage.com/ai-sales-agent/)
- Contact Us
  
  Show submenu for Contact Us

    - [Book a Discovery Call](https://www.6storage.com/book-a-demo/)
    - [Contact Form](https://www.6storage.com/contact-form/)
    - [Support](https://www.6storage.com/6storage-support/)
- [Submit Support Ticket](https://help.6storage.com/portal/new)

[Submit Support Ticket](https://help.6storage.com/portal/new?hsLang=en)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [6Storage Knowledge Base](https://help.6storage.com/knowledge-base?hsLang=en)
2. [Settings](https://help.6storage.com/knowledge-base/settings?hsLang=en)
3. [Financial Settings](https://help.6storage.com/knowledge-base/settings?hsLang=en#financial-settings)

May 22, 2026

# How to Set Up a Discount Plan and Apply Discounts to Tenants

## Learn how to create discounts and apply them to specific tenants or unit rentals.

Discounts can be managed through **Financial Settings**, where you can create reusable discount plans or you can apply individual discounts directly to tenants. Follow the steps below for each method.

 

**Part 1: Setting Up a Discount Plan**

**Step 1: Navigate to Financial Settings**

**Discount settings** can be found by selecting the **gear icon** in the top rightto open **Settings** and selecting **Financial Settings** 

**![](https://help.6storage.com/hs-fs/hubfs/image-png-Feb-11-2026-03-39-28-6227-PM.png?width=349&height=387&name=image-png-Feb-11-2026-03-39-28-6227-PM.png)**

 

**Step 2: Creating a Discount Plan**

- To create a new plan, click **Add Discount**

- All discount plans will need a **Plan Name**, **Start Date**, and **End date**.   
    - The **Start Date** and **End Date** will be the range this plan can be **applied** to tenants
- You can also add a **Description on Tenant Portal** to advertise your discount 
    - This will show up on your 6Storage Website
- The **Promo Code** field will be what potential renters can type in at the checkout to apply their discount plan

 

![](https://help.6storage.com/hs-fs/hubfs/image-png-Feb-11-2026-04-11-34-4557-PM.png?width=670&height=803&name=image-png-Feb-11-2026-04-11-34-4557-PM.png)

 

 

**Selecting a Discount Type**

- All discount plans will need a **Discount Type** of **One-Time**, **Recurring**, or **Custom**.
- **One-Time Discounts** will apply to the tenant's next invoice
- If a tenant's next invoice value is lower than the **discount amount** the tenant **may not receive the full value of the discount**    
    - **Discount method** can be a **Fixed value** or **Percentage**
    - **Discount amount** will be the value of the discount
- **Recurring Discounts** apply to each invoice until a **set date** 
    - **Discount method** can be a **Fixed value** or **Percentage**

- - **Discount amount** will be the value of the discount
    - Termination date will be when the discount stops applying to the tenant
    - **Applies to** can limit the discount to specific I**nvoice Periods**
- **Custom Discounts** can apply to a specific month 
    - **Pre-Pay** will require the **Number of Months** to be paid in advance
    - **Earn as You Stay** will allow you to get the discount after staying for the **number of months**
    - Each month will have the option for a **percentage** or **fixed** value **discount amount**

![](https://help.6storage.com/hs-fs/hubfs/image-png-Feb-11-2026-04-51-29-9077-PM.png?width=657&height=879&name=image-png-Feb-11-2026-04-51-29-9077-PM.png)

 

 

**Selecting where a Discount Applies To**

- All discount plans can be restricted to specific **Facilities, Unit Types, Unit Groups, Tenant Types,** and **Line Items** 
    - **Facilities**, **Unit Types**, and **Unit Groups** are set up to match your business' operations to categorize your units
    - **Tenant types** are either P**ersonal** or **Business** **Users**
    - **Line Item Types** appear on the invoices.  The discount can be specifically applied to **Rent**, **Fees/Services**, or **Merchandise**

![](https://help.6storage.com/hs-fs/hubfs/image-png-Feb-11-2026-05-00-06-0178-PM.png?width=655&height=880&name=image-png-Feb-11-2026-05-00-06-0178-PM.png)

 

Select **Save** to finalize your discount plan 

 

 

 

 

**Part 2: Applying Discount Plans to Tenants**

**Step 1: Go to the Tenant’s Profile**

- Use the **search bar** or find the tenant in the **Tenants** tab
- Inside the profile, click the **Add-ons** tab (just above the ledger)
- Then select **Discounts**

![Screenshot 2026-05-22 083836](https://help.6storage.com/hs-fs/hubfs/Screenshot%202026-05-22%20083836.png?width=670&height=153&name=Screenshot%202026-05-22%20083836.png)

 

**Step 2: Apply a Discount Plan**

- Click **Apply Discount**
- A list of available discount plans will appear
- Check the box next to the plan you'd like to apply
- Click **Save** to finalize the discount

**Note:** You can also apply discount plans to **new tenants** during the **move-in process**. When selecting billing and pricing options, simply choose the desired discount plan before completing the rental.

![Screenshot 2026-05-22 083940](https://help.6storage.com/hs-fs/hubfs/Screenshot%202026-05-22%20083940.png?width=625&height=371&name=Screenshot%202026-05-22%20083940.png)

 

 

 

**Part 3: Giving Individual Discounts to Tenants**

Sometimes you may want to give a tenant a one-time discount without creating a plan.

**Step 1: Apply Discount Manually**

- In the tenant's profile, go to the **Rental Details** section
- Click the **menu icon** and select **Apply Discount**

![Screenshot 2026-05-22 084037](https://help.6storage.com/hs-fs/hubfs/Screenshot%202026-05-22%20084037.png?width=670&height=518&name=Screenshot%202026-05-22%20084037.png)

 

 

**Step 2: Choose Invoice and Discount Value**

- A list of the tenant’s **outstanding invoices** will appear
- Select the invoice using the checkbox on the left
- Enter the **discount amount** in the **Enter Value** box

![](https://help.6storage.com/hs-fs/hubfs/image-png-Feb-11-2026-05-49-17-2888-PM.png?width=670&height=406&name=image-png-Feb-11-2026-05-49-17-2888-PM.png)

 

**Step 3: Add Comments and Save**

- **Comments** are required to proceed
- Once entered, click **Save**
- The discount will be applied, and the tenant’s balance will be adjusted accordingly

![](https://help.6storage.com/hs-fs/hubfs/image-png-Feb-11-2026-05-57-52-1360-PM.png?width=670&height=408&name=image-png-Feb-11-2026-05-57-52-1360-PM.png)

 

 

 

- [What's New? / Release Notes](https://help.6storage.com/knowledge-base/whats-new-release-notes?hsLang=en)
- [FAQ](https://help.6storage.com/knowledge-base/faq?hsLang=en)
- [Admin Portal](https://help.6storage.com/knowledge-base/admin-portal?hsLang=en#main-content)

    - [Leads](https://help.6storage.com/knowledge-base/admin-portal?hsLang=en#leads)
    - [Dashboard](https://help.6storage.com/knowledge-base/admin-portal?hsLang=en#dashboard)
    - [Move-In](https://help.6storage.com/knowledge-base/admin-portal?hsLang=en#move-in)
    - [Sitemap](https://help.6storage.com/knowledge-base/admin-portal?hsLang=en#sitemap)
    - [Tenants](https://help.6storage.com/knowledge-base/admin-portal?hsLang=en#tenants)
    - [Units](https://help.6storage.com/knowledge-base/admin-portal?hsLang=en#units)
    - [Messaging](https://help.6storage.com/knowledge-base/admin-portal?hsLang=en#messaging)
    - [Billing](https://help.6storage.com/knowledge-base/admin-portal?hsLang=en#billing)
    - [Delinquency](https://help.6storage.com/knowledge-base/admin-portal?hsLang=en#delinquency)
    - [Reports](https://help.6storage.com/knowledge-base/admin-portal?hsLang=en#reports)
    - [Tasks](https://help.6storage.com/knowledge-base/admin-portal?hsLang=en#tasks)
- [Rental Hub & Tenant Portal](https://help.6storage.com/knowledge-base/rental-hub-tenant-portal?hsLang=en)
- [Settings](https://help.6storage.com/knowledge-base/settings?hsLang=en#main-content)

    - [Operator](https://help.6storage.com/knowledge-base/settings?hsLang=en#operator)
    - [Facility Set-Up](https://help.6storage.com/knowledge-base/settings?hsLang=en#facility-set-up)
    - [Financial Settings](https://help.6storage.com/knowledge-base/settings?hsLang=en#financial-settings)
    - [Customizations](https://help.6storage.com/knowledge-base/settings?hsLang=en#customizations)
    - [Documents](https://help.6storage.com/knowledge-base/settings?hsLang=en#documents)
    - [Automation](https://help.6storage.com/knowledge-base/settings?hsLang=en#automation)
    - [Integrations](https://help.6storage.com/knowledge-base/settings?hsLang=en#integrations)
    - [Roles and Permissions](https://help.6storage.com/knowledge-base/settings?hsLang=en#roles-and-permissions)
- [General](https://help.6storage.com/knowledge-base/general?hsLang=en)
- [Getting started](https://help.6storage.com/knowledge-base/getting-started?hsLang=en)
- [Website Services](https://help.6storage.com/knowledge-base/website-services?hsLang=en)
- [Payment Processing](https://help.6storage.com/knowledge-base/payment-processing?hsLang=en#main-content)

    - [Fortis](https://help.6storage.com/knowledge-base/payment-processing?hsLang=en#fortis)
    - [Priority Payments/MXMerchant](https://help.6storage.com/knowledge-base/payment-processing?hsLang=en#priority-payments-mxmerchant)
    - [Paya/Nuvei](https://help.6storage.com/knowledge-base/payment-processing?hsLang=en#paya-nuvei)

[![6Storage Customer Support White](https://help.6storage.com/hs-fs/hubfs/6Storage%20Customer%20Support%20White.png?width=200&height=54&name=6Storage%20Customer%20Support%20White.png "6Storage Customer Support White")](http://6Storage.com)

#### Modern Software. Unlocked.

### Contact:

Sales: sales@6storage.com  
Support: help@6storage.com  
Phone: +1 314-786-3309  
USA/Canada Toll Free: +1-800-706-2785

© Copyright 6Storage 2026. All Rights Reserved.