Use case

Coupons are applied during invoicing as a form of payment. Depending on settings, coupons can be applied before an invoice is finalized, and also once an invoice has been finalized. Coupon types must be predefined within the coupon settings prior to being available for use. A screen example of the coupon functionality available within invoicing is shown below.

Applying a coupon

To apply a coupon to an invoice first select the coupon type from the drop-down menu. Next, enter the sum amount, if not previously defined by default settings. Please note, no negative sign is required in this field. Then select the green checkmark icon. Your invoice totals will update accordingly, as well the full coupon information will display. An example screen is shown below.

Coupon Settings

Coupon settings can be accessed by following Settings > Organization > Coupons.

An example screen is shown below. Within settings, you are able to define if coupons can be added to finalized invoices and/or draft invoices, the term used within the user-interface and on printouts for coupons. Additionally, within coupon settings, you can create the coupon types that will be available for use.

Creating Coupon Types

To create a coupon type, select the blue "+Add" button. This will prompt the new coupon screen as shown below. Within the screen, you will first define the name of the coupon, then the payment method type which the coupon will use within reporting figures and on invoices, and finally you can define a specific default sum if available. Click "Save".