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Create Coupons (Discount Rules)

Coupons control how a discount works—percentage off, fixed amount, a free gift, or an account‑level perk. In the next step you’ll create Coupon Codes so clients can actually redeem them.


1  Open Billing Setup → Coupons

Left menu → Settings → Billing Setup → Coupons Click Add Coupon.


2  Nickname & visibility

FieldExampleNotes
Nickname“Spring Sale 2025”Internal; keeps your list tidy
Usable byCustomers / Admin only / ArchiveWho can apply it

3  Choose the discount type

Turn one or more switches on:

SwitchWhat it does
Percentage / Fixed Amount10 % OFF or $5 OFF
Free Gift(s)Auto‑adds a bundle or variant at no charge
Apply Account Coupon After PurchaseGives the client an account coupon the moment they buy

Tip – combine offers: 10 % OFF plus a free gift is totally fine.


4  Add restrictions (optional)

RestrictionUse when you…
Applies only to specific itemsThe discount must be in the cart with certain products/bundles
Minimum order valueMake sure the basket is at least e.g. $50
Limit redemptions per customerEach client can use it N times
First order onlyGreat for new‑client offers
Redeems only oncePerfect for one‑time welcome credits

Toggle a restriction on and fill in the field(s) that appear below it.


5  Account‑level coupons

Turn Redeemable on Account on if this discount should stick to the client’s account and automatically apply to future orders/subscriptions (good for loyalty perks). Leave it off for classic single‑checkout coupons.


6  Save

Click Save. The coupon now appears in your list, but nobody can use it until you create one or more Codes (next page).