Create Coupons

Summary - Create a Coupon

Feature

Coupons

You Need

Access to your company's price book

Code

None

Difficulty

◎◎◎◎


1. Create New Coupon

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2. Setup Coupon Details

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FieldDescription
Internal Name RequiredA name for the coupon that will not be displayed to the customer. Will be used to identify the coupon internally.
Coupon Code RequiredA code that a customer can use to redeem this coupon. Additional codes can be created after the creation of the current coupon. 
Description RequiredA description of the coupon that can be displayed to customers in transactions and on statements.

 

3. Setup Discount Configuration

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OptionsDescription
Discount Required The amount is taken off of the price. Can be in either percentage or flat amounts
Limit DiscountIf there is a flat amount for discount, there may be leftover credit unused. Choose whether to allow that credit to carry over or limit it to the current charge.

 

4. Setup Advanced Options

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FieldDescription
Is This Coupon Stackable?Choose whether or not the coupon can be used with other coupons.
Recurring Discount?Choose whether the coupon will be applied only once, indefinitely, or over the course of a time period.
Mid period allocation discount behaviorChoose whether the coupon can be used mid-period or if it will be applied to the next invoice.
Cancel at the end of period discount behaviorChoose whether the discount will be applied at the end of a period of cancelation. 
Expired subscription final period usage discount behaviorChoose whether the coupon can be applied to an expired subscription with left over usage that still needs payment. 
Expiration DateSet a date for the coupon to expire and can no longer be used. Leave blank if it can be used indefinitely.
Conversion LimitSet the number of times each coupon code can be used before expiring.
Product / Component RestrictionsSelect which products and/or components can be discounted with this coupon. 
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