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Products, taxes and coupons

How to create a discount coupon

In Payments › Coupons, click Create Coupon, enter a name and code, choose percentage or fixed amount, set validity and limits, and click Create. Customers enter the code at checkout.

Updated on

Before you start

  • Your user needs access to Payments.
  • If the coupon is only for certain products, create them first in Payments › Products.
  • Coupons work on order forms, stores, websites, payment links, calendars, services and events. They do not work on invoices or estimates.
Where to find it

Payments › Coupons › Create Coupon

Step by step

  1. In the left menu, open Payments and click Coupons.
  2. Click Create Coupon.
  3. Enter a Coupon Name (internal only, for example "Summer Sale").
  4. Enter the Coupon Code customers will use (letters and numbers only, no spaces), or click Generate to create one.
  5. Choose the discount type:
    • Percentage: for example, 25% off the total.
    • Fixed amount: for example, 25 off, whatever the total.
  6. (Optional) Set a start date and time and an end date and time. With no end date, the coupon stays active indefinitely.
  7. (Optional) Set restrictions:
    • Limit total redemptions (for example, 100 uses);
    • Limit to selected products (you can pick specific prices or variants);
    • Limit to one use per customer.
  8. If the coupon will be used on recurring products, choose how long the discount lasts: Forever or Multiple months (for example, 20% for the first 3 months).
  9. Click Create. The coupon is active (or scheduled, if you chose a future start date).

Tips

  • The coupon currency is always your account's currency and can't be changed.
  • A 100% coupon lets you give a product away for free.
  • Codes aren't case-sensitive: "SUMMER" and "summer" work the same.
  • You can edit, delete or view usage history at any time. Changes only apply to future uses.

Common problems

  • The coupon field doesn't show at checkout → It only appears when a valid coupon exists for those products. Check the dates, the selected products and whether coupons are turned on in the form or link builder.
  • The customer says the code doesn't work → Check whether the coupon has expired, hit its usage limit, or was already used by that customer (with the one-use-per-customer limit).
  • The multi-month discount charged the wrong amount on PayPal → PayPal doesn't support month-limited discounts on subscriptions or coupons that bring the total to zero. Use Stripe or the Forever option.
  • I want to discount an invoice → Coupons don't work on invoices. Use Add discount on the invoice itself.

Frequently asked questions

Does the coupon apply to setup fees?

Yes. On subscriptions, the coupon also discounts the setup fee.

Does the coupon work on one-click upsells?

No. Coupons don't apply to one-click upsells in funnels.

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