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Add New Coupons

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Last updated on Aug 27, 2026

A coupon applies a discount, either a set amount or a percentage, to a Subscription. Creating one takes three passes over a single form: naming the coupon, configuring the discount itself, and setting the advanced options that control where the discount applies and how long it lasts.

Before you start

RequirementDetail
FeatureCoupons
You needAccess to your company's price book
CodeNo
DifficultyLow

Create a new coupon

Coupons live alongside your catalog, on the same page as your Products.

To start a new coupon

  1. Go to the Products page and select the Coupons tab.
  2. Select Create New Coupon.
the Products page with the Coupons tab open and an arrow to Create New Coupon
Creating a new coupon from the Coupons tab

Set up the coupon details

The Coupon Details block names the coupon and gives customers the code they redeem. All three fields are required.

a coupon's Coupon Details block with internal name, coupon code and description fields
The Coupon Details block
FieldDescription
Internal Name(Required) A name for the coupon that is not displayed to the customer. Use it to identify the coupon internally.
Coupon Code(Required) The code a customer enters to redeem this coupon. You can add more codes after creating the coupon.
Description(Required) A description of the coupon that can appear to customers in transactions and on statements.

Set up the discount configuration

The Discount Configuration block sets the size of the discount and what happens to any unused portion of it.

a coupon's Discount Configuration, taking a percentage or flat discount with a limit-discount choice
The Discount Configuration block
FieldDescription
Discount(Required) The amount taken off the price, as either a percentage or a flat amount.
Limit DiscountControls what happens when a flat discount is larger than the charge.
  • Limit discount - The discount may not exceed the total of the charges, so the remainder is lost.
  • Do not limit discount - Credits carry forward to the next billing.

Set up the advanced options

The Advanced Options block controls where the discount applies, how often, and when it stops.

a coupon's Advanced Options: stackability, recurring behavior, expiration date, conversion limit and product restrictions
The Advanced Options block
FieldDescription
Is This Coupon Stackable?Whether the coupon can be used alongside other coupons.
Recurring Discount?Whether the discount applies only once, indefinitely, or for a set number of renewal periods.
Mid period allocation discount behaviorWhether the discount applies to mid-period allocations or is excluded from them.
Cancel at the end of period discount behaviorWhether the discount applies at an end-of-period cancellation.
Expired subscription final period usage discount behaviorWhether the discount applies to final-period usage on an expired Subscription.
Setup fee behaviorWhether the discount applies to Setup Fees.
Trial behaviorWhether the discount applies to trials.
Expiration DateThe date the coupon stops working. Leave blank to let it be used indefinitely.
Conversion LimitThe number of times each coupon code can be used before it expires.
Product / Component RestrictionsWhich Products and Components this coupon can discount.

To let customers redeem coupons themselves in the Billing Portal, enable the Allow Applying Coupons feature described in Configure the Billing Portal.

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