How to add EcoSystem Bundle Pricing and Agreed Discounts
This is an internal guide for adding the EcoSystem bundle discount and any other agreed discounts to the agentOS billing system
Overview
When clients take the ecosystem offering of agentOS, Calmony and agentPay, we follow a specific billing process to ensure price increases are managed efficiently and clients plan clearly sees the discounts on their statements and invoices.
Key Principle
Never change the standard billing product amounts. All standard subscriptions (agentOS, AgentPay, Calmony) must remain at their published prices.
Why We Use This Approach
When we apply price increases, we only need to update each product once. If we manually adjusted individual customer prices, every price increase would require corrections across multiple accounts, creating overcharges and and administrative work.
How to Apply Bundle or Ecosystem Discounts
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Leave all standard products products at full price. For an ecosystem customer, this means adding the agentOS subscription, Calmony subscription, and any AgentPay fees at their standard rates.
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Create a custom billing product for the discount. Add a billing product called "Bundle Discount" or "Ecosystem Discount" with a negative value representing the agreed discount amount.
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Use fixed amounts, not percentages. While you may negotiate using percentages in discussions, the discount entered into the billing system must be a fixed pound amount. For example, if the standard price is £300 and you agree a 10% discount, enter the discount as minus £30, not as a percentage.
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Set an end date on the discount. All bundle discounts must have an end date matching the end of the initial contract term (typically two or three years).
Example
A customer takes the full ecosystem with an agreed £50 monthly discount:
| Billing Product | Monthly Amount |
|---|---|
| agentOS Subscription | £275.00 |
| Calmony Subscription | £75.00 |
| AgentPay Fees | Variable |
| Ecosystem Discount | -£50.00 |
What Happens at Price Increases
When we increase prices, the standard products increase automatically. The customer's fixed discount remains unchanged. This means the customer benefits from the original negotiated discount, but the discount does not scale with price increases.
Contract Renewals
When a customer's initial contract period ends and they auto-renew, the discount billing product will expire (based on the end date you set). At renewal, you must review whether to continue the discount and, if agreed, manually add a new discount billing product for the next contract period.
Proposals and Customer Communication
Ensure your proposals clearly state that while discounts may be discussed as percentages, the agreed discount is a fixed amount that does not increase with future price rises. This sets correct expectations from the outset.
Summary
- Standard billing products are never modified
- Discounts are added as separate billing products with negative values
- Always use fixed amounts rather than percentages
- All discounts must have an end date aligned to the contract term
- Review and re-apply discounts at contract renewal