Summary - Create a Coupon
- Feature
- Coupons
- You Need
- Access to your company's price book
- Code
- None
- Difficulty
- ◉◎◎◎◎
1. Create New Coupon
2. Setup Coupon Details
Field | Description |
Internal Name Required | A name for the coupon that will not be displayed to the customer. Will be used to identify the coupon internally. |
Coupon Code Required | A code that a customer can use to redeem this coupon. Additional codes can be created after the creation of the current coupon. |
Description Required | A description of the coupon that can be displayed to customers in transactions and on statements. |
3. Setup Discount Configuration
Options | Description |
Discount Required | The amount is taken off of the price. Can be in either percentage or flat amounts |
Limit Discount | If 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
Field | Description |
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 behavior | Choose 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 behavior | Choose whether the discount will be applied at the end of a period of cancelation. |
Expired subscription final period usage discount behavior | Choose whether the coupon can be applied to an expired subscription with left over usage that still needs payment. |
Expiration Date | Set a date for the coupon to expire and can no longer be used. Leave blank if it can be used indefinitely. |
Conversion Limit | Set the number of times each coupon code can be used before expiring. |
Product / Component Restrictions | Select which products and/or components can be discounted with this coupon. |