Coupons allow you to offer discounts to your customers. When you apply a coupon to a customer, its value will be deducted from their next subscription invoice(s).
The value of the coupon is deducted from the amount of the invoice before tax.
If the currency of the customer is already defined, the currency of the coupon
must be the same, otherwise you will not be able to apply the coupon to the
customer.
To apply a coupon to a customer:
Select a customer from the list;
Click “Actions” in the upper-right corner and select “Apply coupon”;
You can apply several coupons to a customer. However, if a coupon has been
marked as non-reusable, you will only be able to apply it once to the customer
account, even if it has not been fully consumed. A coupon applied to a customer continues to apply beyond the expiration date.
Coupons are deducted from future subscription invoices. As mentioned previously, the value of
the coupon is deducted from the amount of the invoice before tax.For coupons whose value is a fixed amount:
When the coupon only applies once and its value is higher than the invoice
amount, the remaining unused amount will be applied to the following invoices,
until the coupon is totally consumed or removed; and
When the coupon is recurring and its value is higher than the invoice amount,
any remaining unused amount will be lost, even if it is the last application
period.
When several coupons are applied to the customer account, they will be deducted according to the following rules:
Coupons limited to specific billable metrics will be deducted first (if any, and if there is at least one subscription
associated with the relevant metric);
Coupons limited to specific plans will be deducted next (if any, and if there is at least one subscription associated with the relevant plan); and
Coupons that apply to all plans will be deducted according to the date on which they were applied (i.e. the coupon that was applied first will be deducted first).
You can see the remaining value / number of remaining periods for each coupon in
the “Overview” tab of the customer view.
Coupons do not apply to add-ons or any other one-off charges.
In the coupon view, you can click the ellipsis icon to see all available
actions:
Edit: allows you to modify the name, code and settings of the coupon;
Terminate: allows you to deactivate the coupon so that it cannot be
applied to any new customer (customers to whom the coupon has already been
applied continue to benefit from it); and
Delete: allows you to delete the coupon and remove it from the list (this
action cannot be undone).
You cannot modify the code, value and frequency of a coupon, or delete it, if
it has already been applied to a customer.