Skip to main content

Search

We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Create a Coupon Code

  • Updated:

This article will show you how to create a Coupon Discount.

 

 

Important Note

  • There is only one code per coupon, not per user or customer.

 

Instructions

  1. Navigate to Configuration > Financial Settings > Discounts
    configuration-financial settings-discounts
  2. Select Create Discount
    create discount.
  3. Add a Discount Name
    discount name
  4. Select Coupon Discount from the Discount Type drop-down menu
    coupon discount
  5. Fill out the remaining fields
    coupon fields
    • Max Uses: Set the maximum number of times a coupon can be used
      • Note: For general use coupons, Max Uses > 1
    • Coupon Text: Add the word or code that users will need to enter upon checkout to use the coupon
    • Coupon Start Date: Set the date and time for when the coupon activates
    • Coupon Expiration Date: Set when the coupon expires
    • One Time Discount: This option will be checked automatically to indicate that the discount can only be used once per checkout
    • Exclusive Discount: Check if you do not want this discount to be combined with other discounts; other discounts will be removed when this discount is added
    • In House: Select to indicate if the discount is only available internally
    • Online: Check to make this discount available online
    • Applies To: Choose if this discount applies to Anyone Who Registers, Non-Residents Only, or Residents Only
    • Default Amount: Enter the default discount amount, either in dollar or percentage format
    • Default GL Code: Select the applicable General Ledger code from the drop-down menu
    • Instructor Applicable: Include this discount in instructor fees when using a percentage of registration fees
    • Auto-Billing Applicable: Click this checkbox to determine whether this discount is included in recurring auto-billing charges for memberships
  6. Select Save New Discount
    save new discount

 

Resources

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.