Coupons
A coupon gives a customer a discount on their order. Use coupons for promotions, launch offers, and loyalty rewards.
Go to Admin > Billing > Coupons. The page shows one card for each coupon, not a table.
Create a coupon
- Go to Admin > Billing > Coupons.
- Click Create Coupon.
- Enter a Coupon Code, or click Generate for a random eight-character code.
- Enter a Name. Your team sees this name, and the customer does not.
- Pick a Discount Type and enter the value.
- Set the limits and the dates that you need.
- Click Create Coupon.
The code field forces uppercase as you type.
Coupon fields
| Field | Description |
|---|---|
| Coupon Code | Required. What the customer types at checkout. |
| Name | Required. An internal label, such as Summer Sale 20%. |
| Description | Free text for your own notes. |
| Discount Type | Percentage Off, Fixed Amount Off, or Free Setup Fee. |
| Percentage off or Amount off | The value. The label changes with the type. A percentage cannot be more than 100. |
| Minimum order amount | The order must reach this figure. Leave it empty for no minimum. |
| Maximum discount | Caps what a percentage coupon takes off. This field appears for a percentage coupon only. Leave it empty for no cap. |
| Total Usage Limit | How many times the code can be used across all customers. Leave it empty for unlimited use. |
| Per User Limit | How many times one customer can use the code. The minimum is 1, and 1 is the default. |
| Start date | The code does not work before this date and time. |
| Expiry date | The code stops working after this date and time. |
| New customers only | Tick to limit the code to a first order. |
| Active | Ticked by default. Untick to hold the code back. |
Discount types
Percentage off
Takes a percentage off the order. A 20% coupon on an order of 10.00 takes 2.00 off, so the customer pays 8.00.
Use Maximum discount to protect yourself on large orders. A 20% coupon with a maximum of 5.00 never takes more than 5.00 off.
Fixed amount off
Takes a flat figure off the order, in the currency of your panel.
Free setup fee
Waives the one-off setup fee on the order. The value field is greyed out for this type, because the discount is the setup fee itself.
WARNING
A coupon applies to the order at checkout. It does not attach to the service, so it does not repeat on later invoices.
Coupons apply to the whole order
There is no way to limit a coupon to one product or to one category.
Where the customer enters the code
The customer enters a coupon on the cart page, not on the checkout page. The field is labelled Coupon code. They type the code and click Apply. A green chip with the code appears when it works. A bad code gives Invalid coupon code.
WARNING
A customer who uses Buy now on a product page skips the cart. They cannot enter a coupon on that route. Tell customers to use Add to cart when you run a promotion.
Manage coupons
Search by code or by name. Filter by Active or Inactive.
Each card shows the discount, the expiry, and a usage bar with the count against the limit. Click the copy icon next to the code to copy it.
The status pill on a card reads Active, Expired, or Inactive.
The menu on each card has three items.
Edit
Opens the same form. A change never touches an order that already used the code.
Deactivate
Turns a live code off. The panel asks:
Deactivate {code}? Customers can no longer apply this code at checkout. It has been used {n} times so far. You can turn it back on later.
Turning a code back on asks nothing.
Delete
This cannot be undone
The panel asks:
Delete {code}? "{name}" has been used {n} times. Orders that already used it keep their discount. This cannot be undone.
Deactivate a code instead if you want to keep the record.
Coupon detail
Click a card to open the coupon. The page shows four figures: Discount, Times Used with the limit, Status, and Expires. A coupon with no expiry date reads Never.
Click Edit Coupon to change it.
Next steps
- Credits - account balances
- Products - what you sell
- Orders and Invoices - the discount on the invoice