Coupons Overview

Coupons are a major pillar of the product catalog and allow for more customization for pricing to better match pricing scenarios. With coupon codes, discounts, and promotions, the product catalog allows for more flexibility. The steps are easy, just name the coupon, set the desired code for subscribers to use or apply it directly, and configure the discount options. Expiration dates can also be added, timing promotions in conjunction with your products. Advanced Billing allows for the creation of both one-time and recurring coupons to give customers a discount.


Working with Coupons

You have the following options available for managing your Coupons. Each of the following topics has its own help articles that provide further information.

Coupon Details

  • Coupons are applied whenever a recurring charge is assessed at any point in the subscription lifecycle.

  • Coupons can either be defined as a dollar amount subtracted from the total, or a percentage subtracted from the total. These rules apply unless there are restrictions present on the coupon, in which case the amount will only subtract from discountable items (see Product / Component Restrictions).

  • If no restrictions exist, coupons will apply to the total of all charges, instead of just the base fee. This means that any setup fees and component charges will also be discounted by a valid coupon.

  • If a free trial exists, the coupon will not be applied until an amount is due at the end of the free trial.

  • Coupons that are applied for the subscriptions next renewal are also applied to mid-period component allocations, however this does not count as a usage for coupons with a limit. (Please note that if the coupon is out of usages or the usage time expires before the next renewal the discounts will not be applied to mid-period allocations).

For amount-based coupons, this can result in applying more credit than was intended. In this situation, the leftover amount will be treated as a Pending Discount. To avoid this, you may wish to manually calculate any mid-period component allocations and use a one time charge to avoid an additional discount being applied.

To check current amount for subscription’s pending discounts:

  • Use API call - visit our developer reference at: Read Account Balances

  • Navigate to subscription’s Invoices (shown below)

Pending Discount Balance

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