Discount Editor

What the discount editor is for

The discount editor is the dialog where you build or edit a single discount code — the coupon string your customers type at checkout to take money off their order. Every setting that controls how the code behaves (its value, who can use it, how often, when it is valid, and which products it touches) lives in this one window.

How to reach it

Discount codes are managed from Settings. In the admin panel, open Settings, then under the Promotions group choose the Discounts & Referrals tab. The lower part of that page is the Discount Codes list. From there you can:

• Click New Code (top-right of the Discount Codes card) to create a fresh discount, or
• Click Create your first code when the list is empty, or
• Click any code row in the list to open that code for editing.

Any of these opens the editor as a centered dialog. Its title reads New Discount Code or Edit Discount Code, and a close (×) button sits in the top-right corner.

The Enable Discount Codes toggle at the top of the same tab controls whether codes can be redeemed at checkout at all. If discounts aren't applying for customers, confirm that toggle is on. A separate Allow Code Stacking toggle decides whether more than one code may be used on a single order.

Creating a discount code, step by step

1. On the Discounts & Referrals tab, click New Code.
2. In the Code field, type the string customers will enter (for example SUMMER2024). It is forced to uppercase as you type.
3. Enter a Name — an internal label such as “Summer Sale 2024” that helps your team recognise the code.
4. Choose the discount Type — Percentage or Fixed Amount — then enter the Discount Value.
5. Optionally set Usage Limits (the two small fields beside the value) and leave the Active toggle on so the code works immediately.
6. If you need dates, spending minimums, a cap, product targeting, or notes, click Advanced Options to expand them (covered below).
7. Click Create Code in the dialog footer. The dialog closes and the new code appears in the list.

The Details view

When you open the editor you start on the Details view. The fields shown here, top to bottom, are:

Code (required)

The redemption string customers type at checkout. It is auto-uppercased, and the accepted characters are letters, numbers, hyphens and underscores. The code cannot be changed once the discount is saved — the field is locked when you reopen an existing code.

Name (required)

A staff-facing label. Customers never see this; it only helps you identify the code in your list.

Type

Two radio buttons: Percentage (a share of the order) or Fixed Amount (a flat amount in your store currency).

Discount Value (required)

The percentage or the fixed amount. The trailing symbol switches between % and your currency symbol depending on the type. For percentage codes the value cannot exceed 100.

Usage Limits

Two small inputs sit beside the value. The first (Total) is the maximum number of redemptions across all customers; leave it blank for unlimited. The second (Per user) is how many times one customer may use the code.

Active

A toggle switch. When on, the code works; turn it off to disable the code without deleting it — all settings and history are kept.

Advanced Options

Click Advanced Options to expand the rest of the settings. (When you reopen a code that already uses any of these, this section is expanded automatically.)

Option	What it does
Validity Period	A Permanent (no expiration) checkbox, ticked by default. Untick it to reveal Start Date and End Date pickers; the code then only works between those dates.
Apply to every renewal	A checkbox for a recurring discount. Off, the discount applies to the first invoice only; on, it is re-applied to every renewal invoice for the life of the service.
Minimum Order Amount	The smallest subtotal an order must reach before the code can be applied. Leave blank for no minimum.
Max Discount	Shown only for percentage codes. Caps the actual amount taken off, so a large percentage on an expensive order doesn't run away with your margin.
Applies To	A dropdown that scopes the code: All Products (default), Specific Products, or Specific Categories. The last two reveal a scrollable checklist to tick the items the code may discount.
Description	Optional internal notes about the discount. Customers never see this.

The currency shown beside the value, minimum and cap fields follows your store's base currency — it isn't chosen in this dialog. Products and categories in the Applies To checklists are pulled from your catalogue; if a list is empty, add items under Products first.

Validity, usage and product scope explained

These three controls together decide exactly when and where a code works:

• Validity Period — while Permanent is ticked the code never expires. With dates set, a code whose start date is in the future appears as Upcoming in the list, and one past its end date appears as Expired.
• Usage Limits — the Total field caps redemptions across everyone, while Per user caps how many times a single customer can redeem it. Set Per user to 1 for welcome or first-order codes so each customer uses it once.
• Applies To — leave it on All Products for a store-wide code, or narrow it to specific products or categories for a targeted promotion.

Saving and editing

• Create Code / Update Code — the primary button in the dialog footer commits the discount and closes the dialog.
• Cancel — the footer button (or the × in the corner) discards changes and closes the dialog without saving.
• If a required field is missing, the discount value is zero or below, or a percentage value is over 100, a message appears and the code is not saved.

Usage History view

When you reopen an existing code, two views appear under the title: Details (everything above) and Usage History. The history view lists each redemption of that code, showing for every entry:

• The customer's name and email address.
• The discount amount that was taken off, alongside the date it was redeemed.

If the code has never been used, the view shows a “This code hasn't been used yet” message instead of the list.

Tips and gotchas

Codes cannot be renamed. The Code field is read-only after creation. If you need a different redemption string, create a new code and turn off the old one.

Use Max Discount as a safety net. A 50% code with no cap on a high-value plan can wipe out your margin — set a ceiling under Advanced Options so the discount stays predictable.

Deactivate, don't delete, when in doubt. Turning the Active toggle off keeps the code and its usage history; deleting it from the list removes the record entirely.

Related

Products, Orders.