Why use promotion codes?

Promotion codes can be great for:

• Special offers.
• Seasonal sales.
• First-time customer incentives.
• Loyalty rewards.

Step 1: Find promotion codes

From your dashboard:

• Go to the Payments section.
• Click Promotions.
• Select + New Promotion.

Step 2: Create a promotion code

Click + Add Coupon, then fill in the coupon details.

• Coupon Name - This is for your own reference, such as SpringOffer.
• Code - This is what the customer will type in, such as SPRING20.
• Type of Discount - Choose between a fixed amount off or a percentage off.
• Discount Value - For example, £10 off or 15% off.
• Limit Usage - Optional, such as limiting the code to 1 use per customer.
• Set Expiry Date - Optional, and useful for flash sales or time-limited promotions.

Step 3: Save the coupon

Once you have added the coupon details, click Save.

Your promotion code will then be ready to use.

Step 4: Use the promotion code

Promotion codes can usually be used in two main ways.

On checkout pages

This applies to payment links or order forms.

• When a customer is purchasing, they will see a Promo Code box.
• They enter the code, such as SPRING20.
• The discount is applied instantly.

Manually inside invoices

If you are creating an invoice manually, you can add the item or service, then apply a discount manually.

Promotion codes may not apply automatically inside manual invoices, but you can match the same discount yourself.

Step 5: Track promotion code usage

To see how a promotion code is performing:

• Go back to the Promotions list.
• Click on the promotion name.
• View the number of times used.
• View the value of discounts given.
• Check which contacts used it, if this information is available.

This helps you see which offers are working best.

Quick tips

• Use simple codes, such as WELCOME10 or SAVE15, so they are easy for customers to enter.
• Set expiry dates to encourage quicker action.
• Combine promotion codes with email or SMS campaigns to boost visibility.
• Use different codes for different campaigns so you can track which offers perform best.
• Set usage limits on coupons to help prevent abuse.
• Test the code before sharing it publicly to make sure it works properly.