You can find definitions for each Coupon field below.
This article is related to managing the Coupons in your Advanced Billing account. Are you looking to offer current or potential customers a discount? Advanced Billing handles all of your coupon codes, discounts, and promotions with ease. You can learn more about Coupons by checking out this help article: Coupons Overview.
Give your coupon a good descriptive internal name. This should be a name that is recognizable by all persons that will have access to Advanced Billing. It will also be somewhat descriptive to what products or services this coupon will discount at a glance.
This is the code that your subscribers will use to receive a discount for products or services.
- The code cannot contain spaces
- Coupons must be comprised of uppercase letters, numbers and/or these special characters
- The permitted special characters for coupons are:
With these characters, a capitalized email address may be used as the coupon code. You can add additional codes to the coupon once the coupon has been created.
A description of the coupon that can be displayed to customers in transactions and on statements.
You may specify the discount amount in one of two ways:
- As a flat amount in your site’s default currency
- As a percentage with up to four decimal places
Note that additional currencies will be configurable after the coupon is created.
In the case of percentage-based discounts, the final calculated discount will be rounded to the nearest cent based on the cost of the product.
A flat amount coupon will be applied first to any initial/setup fees for the subscription, and then to the cost of the product and components.
The Limit Discount option allows you to configure whether a coupon can exceed the amount due. Selecting the ‘Do not limit discount’ option will leave a negative balance on the subscription if the coupon amount is greater than the amount due.
For example, if I apply a $100 coupon to a $30 product, with the ‘Do not limit discount’ option selected, I will have a -$70 balance on my subscription. Otherwise, my balance would be $0.
- This coupon is not stackable
A coupon that is not stackable cannot be combined with any other coupons on a subscription.
- This coupon is stackable
A stackable coupon can be combined with other stackable coupons on a subscription.
If you change this stackable coupon to non-stackable, no changes will be made to existing subscriptions in any places where this coupon has already been applied.
However, for all new applications, you will no longer be able to stack this coupon with other coupons on subscriptions during the time the coupon is set to ‘Not Stackable’.
Ordering and Compounding
These options will appear if the coupon is configured as stackable.
+ Compound this coupon after all other discounts
Percentage-based discounts will be calculated against the remaining price, after prior discounts have been calculated.
+ Apply to the full price before other discounts
Percentage-based discounts will always be calculated against the original item price, before other discounts are applied.
As you begin to set up a coupon, the default behaviour for the coupon will be set to “Apply the discount only at signup.” You can change by selecting one of the other radio button options for recurring discount behaviour.
Apply the discount only once:
- This option will allow the discount to be applied during the signup process.
- This coupon can also be applied to a subscription after it’s been created. The result will be that the coupon will be applied a total of 1 (one) time.
Apply the discount indefinitely:
- This option will allow the discount to be applied during the signup process and each renewal afterwards.
- This coupon can also be applied to a subscription after it’s been created. The result will be that the coupon will be applied for each renewal afterwards.
Apply the discount initially and for the next X renewal periods:
- This option will allow the discount to be applied during the signup process and for a set amount of renewal periods.
- For example if you specify a renewal period of 12 months, the coupon will apply 13 times.
- The coupon will be applied at one renewal plus the renewal periods you specify.
- This coupon can also be applied to a subscription after it’s been created. The result will be that the coupon will be applied for each renewal period up until the set limit of renewal periods.
Other usage examples for the third option to specify renewal periods:
- Consider you have a monthly plan and a yearly plan, and a coupon that recurs for two 1-month renewal periods.
- If that coupon gets applied to an annual subscription, it will apply once then “expire” 2 months later, meaning it won’t actually apply to 3 annual renewals (which is probably not what you wanted anyway).
The bottom line is that we allow you to specify the period length for count-limited recurring coupons to prevent coupons from applying for too long in the case of multiple products with varying intervals. We advise you to pick the interval of the subscriptions that you expect the coupon to apply to most of the time.
Option to Apply Recurring Coupons to Mid-Period Component Allocations
This option specifies whether or not the coupon should apply to component allocations that are generated mid period. Increasing component allocations in the middle of a billing period may generate a mid-period invoice. Generally, merchants will want percentage based recurring coupons to apply to mid-period invoices and want flat dollar amount recurring coupons to not apply to mid-period invoices.
Apply discount at the end of period cancellation
When this option is enabled coupons will be applied to all usage captured in the current billing cycle when an end-of-period cancellation occurs.
If you set an expiration date, the coupon can no longer be added to subscriptions after the end of that day in your time zone. Recurring discounts, however, will continue to apply even after the expiration date.
Note that if you change the time zone for your site, coupons will continue to expire at midnight in the original time zone.
Use the conversion limit field to limit the number of times a coupon code can be used. Note that if you add additional codes to the coupon, this number will apply to each code separately.
If you set the conversion limit to be blank, the coupon can be used as many times as you’d like across your entire site. This is the most frequently used conversion setting in Advanced Billing.
If you set a conversion limit to
1, that coupon can be used exactly 1 time across your entire site.
Product / Component Restrictions
If you would like to limit a coupon to only apply to a specific product or component, you can restrict the coupon by selecting only the products / components that it should apply to. When nothing is selected, the coupon will be unrestricted and will apply to all current and future products / components.
Multi-Currency Pricing Conversion
This option becomes available if a flat amount discount is chosen and the site has more than one currency defined. By default, a coupon will use the site level exchange rate to determine how much of a discount to apply. In order for a subscription to add a particular coupon, that coupon must have a price defined that matches the subscription’s currency.
The “Use Definitive Pricing” toggle will allow you to set explicit prices that should be used for a specific currency. For example, here $5 AUD would translate to €2,98. If rounded numbers were desired, their definitive pricing could be configured as in the screenshot below:
For more information on the difference between definitive pricing and using the site level currency definition, please see our article on multi-currency.