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Discount codes

Discount codes allow a discount to be applied to an invoice.

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Your system needs to sync invoices only when paid for the discount codes to work properly.

This field cannot be activated if your environment synchronizes with SAGE 50

A code can only be applied to an invoice that is not yet paid and has not yet been transferred to the accounting system. Other limits can be set on the discount code.

Create a discount code​

  • Go to the Configuration menu
  • Select the Discount Codes page in the Sales section of the menu
  • Select + New from the toolbar to open the Create Discount Code form
  • Fill in the various fields of the Summary tab:
  • Select Save & close from the toolbar to complete the creation of the discount code.

Section - No name​

FieldsDescription
NameThis is the name that the code will have in the system.
CodeThis is the exact code to use. For example, the code for summer 2022 used by a member could be summer2022. Code must be unique if you have more than one discount code.
Discount TypeChoose the type of discount to use for the discount code.
  • Percentage
  • Amount
AmountIf the Discount type field is Amount;
Allows you to choose the amount to deduct when the promo code is applied.
PercentageIf the Discount Type field is Percentage;
Allows you to choose the percentage to deduct before taxes when the promo code is applied.
Type of eligible invoiceIt is possible to specify the type of invoice on which a discount code can be applied. If an invoice is not one of the types indicated, the discount will not be applicable. It is possible to select several types of invoices on which it will be possible to apply this discount code.
ProductThe product allows you to determine the accounting configurations (G/L number or Product) to be transferred to your accounting system. It is possible to select one or to create directly from this field.
ChapterAllows you to choose the chapter that will be used for the discount code.
ProductAllows you to choose the product that will be used for the discount code. Choosing the product is necessary to have the right information for synchronizations with your accounting system. The same product could be used for all your discount codes.

Section - Advanced configuration​

FieldsDescription
Expiration dateIt is possible to specify an expiration date for your discount code. For example, the discount code for summer 2022 should cease to be active once the season ends.
One-time use per accountOne-time use per account indicates that the code is applicable only once per account. Therefore the code cannot be used on two invoices for the same company.
Expire discount after X daysAllows expiring the discount code after the number of days of your choice.
  • The expiration date will be automatically completed on the invoice for the amount of days after the day the discount code was added to the invoice.
  • The expiration date can be inserted or changed on the invoice as needed.
Change the expiry date on the invoice.
ProductWarning, the field must be activated when creating the discount code.
  • If you made a mistake and saved, just start over by creating a new discount code.

Allows you to restrict the use of discount codes to only certain products in your environment.

Apply discount code​

Once created, it is possible to apply the discount code to an invoice.

Currently, the system allows you to apply it manually in Membri 365 or on the online payment platform.

caution

The code can only be applied to an invoice awaiting payment and which is not yet transferred to the accounting system.

Apply a code in Membri 365​

  • Select an invoice awaiting payment that has not yet been transferred
  • In the Apply a discount code box of the Summary tab find and select the discount code to apply
  • Select Save & Close from the toolbar to apply the discount code

Apply a code from the payment gateway​

  • Select an invoice awaiting payment that has not yet been transferred
  • Select Pay online from the toolbar
  • Enter the code in the field Discount code
  • Select Apply Code
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It is possible to completely pay an invoice thanks to a discount code. The status of the invoice will then be Paid. However, the application cannot result in the creation of a credit.

In other words, if the amount of a discount code is greater than the total amount of the invoice, the invoice does not become negative. It will simply be paid.

note

The following​

  • Applying the discount code will add a negative line to the invoice.
  • This line will take the name of the discount code.
  • The reduced amount will be calculated before taxes.
  • The accounting configurations of the product indicated in the discount code will be used.
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Still unsure? Contact us - support@vendere.ca