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.

*   Attaching / Removing a Promo Code to an Invoice
*   Attaching a Promo Code to Multiple Invoices
*   Attaching a Promo Code to Membership Renewal Invoices (Wizard)

Quick Guide

Step 1 - Navigate to Configuration and under Financials select Promo Codes

Step 2 - Click + Promo Codes button

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

Step 4 - In the Edit Promo Code screen click the + Variation button

Step 5 - In the Create Variation pop-up select Percentage or Set Amount Promo Code Type using the drop down menu, type the percentage or set amount in Value field, 

                 select the Start Date, select the Expiry Date and then click Save

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

Step by Step Guide

Step 1 - Navigate to Configuration and under Financials select Promo Codes

Step 2 - Click +Promo Codes button

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

Step 4 - In the Edit Promo Code screen click the + Variation button.

Step 5 - In the Create Variation pop-up select Percentage or Set Amount Promo Code Type using the drop down menu, type the percentage or set amount in Value field, select the Start Date (it could be the date you are sending out renewals or today's date) and select the Expiry Date which is the date the invoice must be paid for the code to apply. Finally, click the Save button.

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