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Coupons & Discounts

How to create and manage discount codes for services, order forms, and top-ups

Coupons & Discounts

Coupons apply percentage or fixed-amount discounts to eligible purchases through services, order forms, and top-ups.

Create a Coupon

  1. Open Coupons and choose Create Coupon.
  2. Enter a unique code using letters and numbers. Codes are converted to uppercase.
  3. Choose Percentage or Fixed Amount and enter the discount value. Percentage discounts cannot exceed 100%.
  4. Choose the discount duration: Once, Forever, or Repeating. Repeating discounts need a number of months, from 1 to 120.
  5. Set service and order-form eligibility, optional per-customer and total usage limits, and an optional future expiry date.
  6. Choose whether the coupon applies to paid trials, set its active status, and save.

Access uses view_coupons, create_coupons, edit_coupons, and delete_coupons for the corresponding actions.

Check Eligibility

A coupon must be active, unexpired, within its usage limits, and eligible for the purchase. Limits for services and order forms can change where a code is accepted; test each intended checkout rather than assuming one code applies everywhere.

Clients enter their code during checkout and review the recalculated discount and total. For recurring purchases, review the configured duration as well as the first payment amount.

Manage and Review Usage

Use the list to edit, enable or disable, and apply bulk actions. Open a coupon to review its configuration and recent redemptions, including the customer, discount amount, and usage date. Usage statistics help you check how a promotion is performing.

Troubleshooting

  • Code rejected: Check spelling, status, expiry, eligibility, and usage limits.
  • Wrong discount: Check percentage versus fixed amount, discount value, and recurring duration.
  • Paid trial not discounted: Check the paid-trial option.