Creating & Managing Coupons

Modified on Tue, 18 Nov at 7:33 AM

Creating a Coupon:

  1. In Settings, click on Coupons under Pricing

  2. Click on Create Coupon.

  3. Add name, code, and discount.

  4. Add expiration, choose apply once/recurring, and select specific Services.

  5. Click on Services. (You can also apply to Packages, Memberships, and Products.)

  6. Click on Apply to Coupon.

  7. Click on Create.

  8. Click on OK.


Applying to Invoice:

  1. Click on the Invoice Number (e.g., INV-9-8552404111XXXXXX).

  2. Click on Coupon/Adjustment.

  3. Click on Apply Coupon.

  4. Select the coupon (e.g., Obedience Coupon — code1 — 10%).

  5. Click on Apply.


A step-by-step tutorial with screenshots is included below for guidance: 

 


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