Money & invoicing~5 min · 4 steps

Create promo codes

Percentage or fixed discounts with usage limits and expiry.

1
Name the promo code
Open Money → Promo, then choose Create promotion → Promo code. Enter the code families will type, for example EARLYBIRD. Choose a code that is easy to copy correctly.
2
Set the discount
Choose percentage or fixed amount under Type, then enter Value. A value of 10 means 10% for percentage, but 10 currency units for a fixed amount. Check the type carefully.
3
Limit and save the offer
Set Max uses and Expires on if needed; 0 uses means unlimited. Click the create button and confirm the code appears in the list. Check the discount alongside any early-bird or membership pricing before sharing it. Keep Active checked and click Add code. To edit or deactivate it later, open its name in the shared Promotions list and save the changes. The code text and usage history cannot be reset by editing.
4
Apply the code
Families enter the code in their cart. Staff can choose it in the invoice’s Promo code dropdown. Review the updated total before submitting the purchase or invoice. Sales summary separates gross sales, recorded reductions and net sales. Adjustments and discounts also identifies registration discounts already included in prices; do not subtract those a second time. Automatic multi-course discounts may replace or combine with this code. Check the combination rules and use Manage promotions to review its status.

Keep going

Understand gross sales, discounts, credits, refunds and net sales by account.

Trace write-offs, credit notes, cancellations, fees and discounts included in prices.

Select a client and catalog items, review the total, then save or send an invoice.