Coupons

1. Where to Find Promotion Codes

1. Go to the Payments section
2. Click on “Promotions”
3. Select “+ New Promotion”

2. Creating a Promotion Code

1. Click “+ Add Coupon”
2. Fill in the following:

• • Coupon Name – For your own reference (e.g. “SpringOffer”)
  • Code – This is what the customer will type in (e.g. SPRING20)
  • Type of Discount – Choose between:
    • Fixed Amount (£) off
    • Percentage (%) off
  • Discount Value – E.g. £10 or 15%
  • Limit Usage – Optional (e.g. limit to 1 use per customer)
  • Set Expiry Date – Optional, great for flash sales or promotions

3. Click Save.

3. Using the Promotion Code

Promotion codes can be applied in two ways:

a) On Checkout Pages (Payment Links / Order Forms)

• • When a customer is purchasing, they’ll see a “Promo Code” box
  • They enter the code (e.g. SPRING20), and the discount is applied instantly

b) Manually (Inside Invoices)

If you’re creating an invoice manually, you can:

• • Add the item(s)
  • Then apply a discount manually (promotion codes won’t apply automatically here, but you can match the discount)

4. Tracking Promotion Code Usage

To see how a promotion code is performing:

• • Go back to the Promotions list
  • Click on the promotion name
  • View:
    • Number of times used
    • Value of discounts given
    • Which contacts used it (if applicable)

Quick Tips

• • Use simple codes (e.g. WELCOME10, SAVE15) for easier customer use
  • Set expiry dates to encourage quicker action
  • Combine with email or SMS campaigns to boost visibility
  • Use different codes for different campaigns so you can track which offers perform best.
  • Make sure there is a limit set on the coupons, to stop abuse.
  • Test the code before sharing it publicly to ensure it works properly