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.
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. Under Tax Inclusive it is a tax-inclusive figure: the client gets exactly this amount off, on the first order the coupon applies to and on its renewals.
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. A category also covers the sub-categories under it. 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 subtotal to reach, in the selector's currency. It is checked before discounts are applied.
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. With Requirements set and a single named product, that product joins the cart and leaves with the coupon. Without Requirements, or with several products, groups, categories or domains, it only discounts what is already in the cart.
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
- Click Create, then type a code or click Auto Generate.
- Pick % Rate or Fixed Amount and enter the value.
- Narrow Products / Services and switch on any conditions.
- Click Save Coupon. The code joins the list, Active at zero uses.
Giving a Product Away
- Switch on Require specific products in cart and pick the product to buy.
- In Products / Services pick the gift, not that product.
- Set % Rate to 100 and switch on Auto Apply.
- Click Save Coupon. The gift joins qualifying carts at zero.
Copying a Coupon
- Open the row menu and choose Duplicate.
- The copy opens filled in: code suffixed, usage zero.
- Change what differs and click Save Coupon. The copy stays Inactive.
Stopping a Live Coupon
- Open the coupon and switch on Enable expiration date with a past date.
- Or set the usage limit to the number already used.
- Click Save Coupon. The next cart is refused; earlier discounts stay.
Deleting Coupons
- For one coupon, choose Delete from its row menu and confirm.
- For several, tick the rows and use Apply to Selected.
- A bulk deletion asks for Your Admin Password first.
- 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.