clarify multiyear discounts don't apply to subsequent credit purchases... (#17237)

additionally clarify that it's the *first half* of the term in the examples cited under subsequent credit purchases

Author: seanosh

contents/handbook/growth/sales/contract-rules.md

@@ -42,6 +42,8 @@ Beyond optimization, we offer discounts based on four levers:
 - **3-year commitment:** +5% additional discount (doesn't stack)
 - **4-years or more:** Contact us for custom pricing
 
+> Note: This discount lever does not apply to additional credit purchases made within the first half of the term and applies only to the initial order form's credit purchase.
+
 #### 3. Timing of cash discount (additive)
 - **Net 30 (our standard):** No additional discount
 - **Multi-year deals:** +2.5% per additional year paid upfront (i.e. +2.5% for 2 years, +5% for 3 years)
@@ -234,7 +236,7 @@ In order to qualify for this, the customer needs to send us the full quote docum
 
 We have CreditBot alerts set up in <PrivateLink url="https://posthog.slack.com/archives/C071PGWKBQS">#sales-alerts</PrivateLink> when a customer is going to run out of credit before their contract term ends, with the estimated runway remaining. The Vitally account owner (AE or CSM) will be tagged in this message. It's best to be proactive here so that the customer is right-sized well before the credit runs out:
 
--   If they will run out of credit or wish to buy more within the **first 6 months** of the contract term, they can still take advantage of their initial discount. You'll need to have them sign a new order form which adds the additional credit, and it should expire on the date of the original order form.
+-   If they will run out of credit or wish to buy more within the **first half** of the contract term (1 year = 6 months, 2 years = 12 months, 3 years = 18 months), they can still take advantage of their initial discount. You'll need to have them sign a new order form which adds the additional credit, and it should expire on the date of the original order form.
     -   Example: Their original order form was signed on 1st January with a 12-month term. Their expansion order form could be signed on 1st June with a 7-month term. Make sure the end date lines up with the end date of the original contract to avoid any issues with the billing server and ARR calculation.
 -   If they will run out of credit with **less than 2 months** remaining on their initial term, as long as they sign a renewal order form to start at the end of the original contract term we will cover their usage for free until the renewal date, assuming the renewal order form is signed before they run out of credit and their new contract amount is equal to or greater than the current contract amount.
 -   If they fall **in between** the two cases above (running out of credit with <6 months and >2 months to go) then we need them to sign a new 12 month (or longer) order form lined up with their monthly billing date. This makes ARR calculation slightly trickier as there are two overlapping contracts in play at the same time.