Create a Promo Code

Promo Codes can be used to offer percentage or dollar value discounts on invoices, with specific parameters around when the invoice needs to be paid, for the discount to apply.  It can be configured to apply to specific charges.

Once the Promo Code has been created it can be assigned to individual invoices or used on renewals. Refer to the 3 links below for further instructions.

1. Attaching / Removing a Promo Code to an Invoice
2. Attaching a Promo Code to Multiple Invoices
3. Attaching a Promo Code to Membership Renewal Invoices (Wizard)

Quick Guide

1.  Navigation to Configuration and select Promo Codes

2.  Select +Promo Codes button

3.  Enter a Promo code name, Code and select a Credit Charge from the drop-down menu then select Save

4.  In the Edit Promo Code screen select the + Variation button

5.  In the Create Variation pop-up enter the percentage or set amount, add in Value, enter the Start Date then enter the
     Expiry Date and finally, select the Save button

6.  Select the membership Subscription/s the discount will apply to then select the Save button.

Step by Step Guide

1.  Navigate to Configuration and under Financials select Promo Codes.

2.  In the Manage Promo Codes screen, select the +Promo Codes button.

3.  Enter a Promo code name, Code and select a Credit Charge from the drop-down menu then select Save.

4.  In the Edit Promo Code screen select the +Variation button.

5. In the Create Variation pop-up, enter the percentage or set amount, add in Value, enter the Start Date (it could be the date you are sending out renewals or today's date) then enter the Expiry Date which is the date the invoice must be paid for the code to apply. Finally, select the Save button.

6.  Select the membership Subscription/s the discount will apply to then select the Save button.