How do I create a coupon code?#
Create a coupon
Step 1: Open Coupons
Press Add coupon and enter a Code customers can type, such asOpen CouponsFALL20. Letters, numbers, dashes and underscores all work.Step 2: Name it and set the discount
Add an optional Name likeFall promotion, then choose Percent off or Amount off and enter the value.Step 3: Set limits
Add a Use limit (optional) to cap redemptions and a Last day (optional) for the final day the code applies. Leave both blank for an open-ended code.Step 4: Save it
Press Save coupon. It appears in the list with its discount, Used count, last day and status.
How do I apply a coupon to an invoice or estimate?#
In the invoice or estimate editor, set the discount to Coupon code and type or pick the code. The totals panel shows the discount line right away, and the redemption counts when the invoice is paid.
| Option | Use it for |
|---|---|
| Coupon code | A tracked promotion, referral reward or partner code |
| Percent off | A one-off percentage for this customer only |
| Amount off | A one-off dollar credit, such as a goodwill discount |
| No discount | Full price |
Where else do coupon codes work?#
Coupon codes also apply to membership offers, so the same LAUNCH50 code runs across your invoices and your course or community checkout.
How do I turn off or delete a coupon?#
Press Turn off to pause a code, or Delete to remove it. Invoices and links that already use it keep their discount; new ones cannot apply it. A code also stops applying once it hits its use limit or passes its last day.
How do I track and automate coupon redemptions?#
The Used column counts every redemption. The Coupon redeemed trigger in Automations tags the contact, thanks a referrer or alerts your team when a big promotion lands.