Discount codes
Discount codes allow a discount to be applied to an invoice.
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
Configurationmenu - Select the
Discount Codespage in the Sales section of the menu - Select
+ Newfrom the toolbar to open the Create Discount Code form - Fill in the various fields of the
Summarytab:
| Fields | Description |
|---|---|
| Name | This is the name that the code will have in the system. |
| Code | This 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 Type | The code can be a percentage of the invoice or a specific amount. Of course, when you select one or the other of these two options, a new field will appear on the form and will allow you to indicate a specific percentage or amount. |
| Type of eligible invoice | It is possible to specify the type of invoice on which a discount code can be applied. If an invoice is not one of the type 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. |
| Product | The 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. |
| One-time use per account | One-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. |
| Expiration date | It 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. |
| Percentage or Amount | Indicate the percentage or amount to be deducted from the total amount of the invoice. |
- Select
Save & closefrom the toolbar to complete the creation of the discount code.
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.
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
Summarytab find and select the discount code to apply - Select
Save & Closefrom 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 onlinefrom the toolbar - Enter the code in the field Discount code
- Select
Apply Code
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.
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.
Still unsure? Contact us - support@vendere.ca