Create a Promo Code

Modified on Fri, 31 Oct at 9:36 AM

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)

Step by Step Guide

Before proceeding you must have a charge for the promotional credit. See instructions on how to Create a Charge >

Step 1 - Create the new Promo Code

Navigate the main menu to Configuration and under Financials select Promo Codes
Click +Promo Codes button
Enter a Promo Code Name
Enter a Code. The code is entered during the payment process to apply the discount
Select the Credit Charge from the drop menu options. This is used to report the expense of the promotional discount
Click the Save button

Step 2 - Set the variation for the promo code

Click the +Variation button. This action will open the Variation dialog window
Select the Promo Code Type from the menu options: Percentage or Set Amount
Enter the Value of the percentage or set amount
Set the Start Date for the promotion. This could be the date you are sending out renewal invoices or today's date
Set the Expiry Date. The date the promotion will expire
Click the Save button.

Step 3 - Select the charges the promotional discount is to apply to

Under the Valid Charges section expand the Charges Display menus
Tick the check box to select each charge the promotional discount may be applied to
Click the Save button