# Coupons and Promotions https://docs.wisecp.com/es/coupons-and-promotions Create discount codes limited to the customers, products and dates you choose. ## Reaching the Screen Panel menu: **Clients**, **Marketing**, **Coupons & Promotions**: `{admin}/financial/coupons`. **Create** opens an empty form at `{admin}/financial/coupons/add`; a code opens a filled one at `{admin}/financial/coupons/edit?id={coupon}`. ## What Is on the Screen - **The list**: Codes with value, usage and status. - **List actions**: **Create**, **Apply to Selected** for ticked rows, a menu per row. - **The coupon form**: Discount, scope, conditions, limits, restrictions. - **Selected Criteria**: A live summary of the form. The **Coupon System** switch under Settings, General, Advanced hides the cart's code box. ### The Coupon List Columns: code, type, value, usage, dates and status. Usage counts against the limit; **Indefinite** means no end date. Only Active codes work: Inactive is off, Limit Reached is spent, Pending waits for its start date, Expired is past its end. Filter by status, or search codes and notes. Row menus offer **Edit**, **Duplicate** and **Delete**. ### The Coupon Form A new coupon returns to the list on save; an edit stays open. ### Selected Criteria The header carries the code; click it to copy. ## Fields Only the code and its value are required; every switch starts off. ### The Discount - **Coupon Code**: Unique; **Auto Generate** fills it, a button copies it. - **Discount Type**: **% Rate** by default. Switching clears the value. - **% Rate**: Above zero. Comes off each matching line, not the total. - **Fixed Amount**: Above zero, in the selector's currency. Split across the lines it hits, capped at their total. ### Where It Applies A line must match both the products and the cycles chosen here. - **Products / Services**: Empty means everything: groups, categories, products, extensions, addons. It hits the product or domain price, an addon only if picked. - **For Products/Services**: With **Enable validity cycle**, only ticked cycles are discounted. - **For Domains**: The same for domains, one to ten registration years. - **Tax Exemption**: On, discounted lines go untaxed; off, tax falls with the price. ### Cart Conditions Checked before the discount; if one fails, nothing comes off. - **Required Products**: With **Require specific products in cart**, each entry must be in the cart; the discount can go elsewhere. - **For Products/Services**: Under Requirements: counts only on a ticked cycle. - **For Domains**: The same for a required domain, in years. - **Minimum Amount**: With **Require minimum cart amount**, the cart total in the selector's currency. ### Limits and Dates - **Maximum Uses**: With **Enable usage limit**, one ceiling for all customers. A use is counted the moment an order is placed with the code (or the code is applied to an open invoice), not when the invoice is paid; an order cancelled or deleted before payment hands its use back. An order sent to a payment gateway counts from the moment the customer places it, so the same single-use code cannot wait in several unpaid checkouts; if the customer walks away without paying, the use comes back within a day. Coupon list → **Usage** shows the live count. - **Number of Cycles**: With **Enable discount repeat**, billing periods including the purchase: 3 means two renewals, 0 never stops. - **Start Date**: With **Enable start date**, the code is refused until then. - **Expiration Date**: With **Enable expiration date**, the code expires; off, never. ### Who May Use It Single use per client, new clients and existing clients need a signed-in customer. - **Auto Apply**: Applies itself to a qualifying cart, no code typed. A single named product joins the cart and leaves with the coupon; groups, categories and domains add nothing. - **Single Use Per Client**: One invoice per customer, whatever the coupon covers. - **Single Use Per Order**: Stored but not read yet: every matching line still takes it. - **For New Clients**: No active service; a fully cancelled customer counts as new again. - **For Existing Clients**: The mirror of the row above; one on turns the other off. - **Resellers Can Use**: Off, a reseller's cart refuses the code; on, it stacks on their pricing. - **Coupon Combination**: Off, one code survives per order; on, two stack. - **Use in Invoices**: Off, cart only; on, also on an open unpaid invoice, one each. - **Admin Notes**: Free text customers never see; list search finds it. ## Tasks ### Creating a Code 1. Click **Create**, then type a code or click **Auto Generate**. 2. Pick **% Rate** or **Fixed Amount** and enter the value. 3. Narrow **Products / Services** and switch on any conditions. 4. Click **Save Coupon**. The code joins the list, Active at zero uses. ### Giving a Product Away 1. Switch on **Require specific products in cart** and pick the product to buy. 2. In **Products / Services** pick the gift, not that product. 3. Set **% Rate** to 100 and switch on **Auto Apply**. 4. Click **Save Coupon**. The gift joins qualifying carts at zero. ### Copying a Coupon 1. Open the row menu and choose **Duplicate**. 2. The copy opens filled in: code suffixed, usage zero. 3. Change what differs and click **Save Coupon**. The copy stays Inactive. ### Stopping a Live Coupon 1. Open the coupon and switch on **Enable expiration date** with a past date. 2. Or set the usage limit to the number already used. 3. Click **Save Coupon**. The next cart is refused; earlier discounts stay. ### Deleting Coupons 1. For one coupon, choose **Delete** from its row menu and confirm. 2. For several, tick the rows and use **Apply to Selected**. 3. A bulk deletion asks for **Your Admin Password** first. 4. The rows leave the list at once. ## Things to Watch > **Saving publishes the coupon at once** > > There is no on and off switch. The code is live as soon as you save it, unless a start date holds it. Retire one with a past date or a spent limit. > **An expiration date ends at the start of its day** > > The last usable day is the one *before* it. A campaign running to month end expires on the first. > **Deleting cannot be undone** > > The confirmation is the only warning. Invoices that already carry the code keep their discount. > **A minimum in an unconvertible currency blocks the coupon** > > When the minimum cart amount is set in a currency that is inactive or has no exchange rate, the threshold cannot be converted to the customer's currency. The coupon is then refused as below minimum instead of being applied without a limit. ## Required Privileges Everything here needs `FINANCIAL_COUPONS`; there is no read-only view. **Marketing** also appears with `FINANCIAL_PROMOTIONS`, which reaches the menu but not the screen. Downloads follow `TABLE_EXPORT`. ## Related Articles - [Advanced Settings](https://docs.wisecp.com/en/advanced-settings) - [Taxation](https://docs.wisecp.com/en/taxation) - [Creating an Order](https://docs.wisecp.com/en/creating-an-order) - [Creating an Invoice](https://docs.wisecp.com/en/creating-an-invoice)