Discounts

What discount codes are for

Discount codes are the coupon codes customers enter at checkout to reduce their order total. A code can take off a percentage or a fixed amount, and you can limit how many times it is used, when it is valid, the minimum order it requires, and which products or categories it applies to. The same area also lists the referral codes that are issued automatically when a customer invites a friend, so you can manage hand-built promotions and referral rewards side by side.

How to reach it

Open the Settings page (the gear icon in the top-right header of the admin panel) and choose the Discounts & Referrals tab. This is where you switch the discount system on, configure the referral program, and create and manage every code.

Turning the discount system on

At the top of the tab, under Discount System, two switches control how codes behave:

• Enable Discount Codes — allows customers to enter codes at checkout. When this is off, the discount-code box does not appear on the order page.
• Allow Code Stacking — lets a customer apply more than one code to the same order. Leave it off to permit a single code per order.

A matching Referral Program panel sits beside it, with an Enable Referral Program switch and fields for the commission rate, the reward lifetime in days, the referral code prefix, and a First Payment Only option. After changing any of these, click Save Settings in the top-right of the tab. See Referrals for the full referral walkthrough.

The settings switches and the code list are independent of the Save Settings button. Creating, editing, toggling, or deleting a code takes effect immediately and does not require saving the settings.

Reading the code list

Summary tiles

Four tiles across the top summarise your codes: Total Codes (every code, promotional and referral), Active (codes currently switched on), Referrals (the number of referral conversions recorded by the referral program), and Discounted (the total amount, in your currency, taken off orders by all codes).

Filters and search

The filter buttons All (with a running count), Active, Referral, and Promo narrow the list. To the right, type into the Search… box and press Search (or Enter) to find a code by its text; a small clear (×) button inside the box resets the search.

The code table

Column	What it shows
Code	The code text customers type, with a copy-to-clipboard button beside it. A small purple badge (with a people icon) marks codes issued by the referral program. The code's name appears here too.
Discount	The value — a percentage (with a % icon) or a fixed amount (with a currency icon).
Usage	How many times the code has been redeemed, shown as a count or used / limit when a total limit is set.
Status	Active, Inactive, Expired, or Upcoming (see below).
Validity	Permanent for codes with no expiry, otherwise the From and Until dates.
Actions	A toggle to switch the code on or off, and a delete button.

What each status means

Active

Switched on and within its validity window — it will apply at checkout.

Inactive

Switched off. It will not apply, regardless of dates.

Expired

Switched on, but its end date has passed.

Upcoming

Switched on, but its start date is in the future, so it will not apply yet.

Until you create your first code, the list shows No discount codes found with a shortcut to create one.

Creating a discount code

1. Click New Code. The New Discount Code window opens.
2. Enter a Code (the text customers type — it is forced to uppercase; use letters, numbers, hyphens, and underscores only) and a Name (an internal label). Both are required.
3. Choose the discount type: Percentage or Fixed Amount, then enter the Discount Value. The value must be greater than zero, and a percentage cannot exceed 100.
4. Optionally set Usage Limits: a total number of uses across all customers, and a per-user limit (which defaults to 1).
5. Leave the Active toggle on so the code works immediately, or switch it off to save it as a draft.
6. Open Advanced Options for validity dates, recurring behaviour, minimums, caps, product restrictions, and an internal description (see the next section).
7. Click Create Code. The new code appears in the list.

Editing a code

Click anywhere on a code's row to reopen it. When editing, two tabs appear at the top:

• Details — all the fields described below. Note that the Code text itself cannot be changed once the code exists; everything else can.
• Usage History — a list of every redemption, showing the customer's name and email, the amount taken off, and the date. If the code has never been used, it shows This code hasn't been used yet.

Make your changes on the Details tab and click Update Code.

Field reference

Field	What it does
Code	The text customers enter at checkout. Always stored in uppercase; letters, numbers, hyphens, and underscores only. Required, and locked after creation.
Name	An internal label to help you recognise the code in the list. Required.
Type	Percentage takes a percent off the subtotal; Fixed Amount takes a set amount in your currency.
Discount Value	The percent (max 100) or the fixed amount. Must be greater than zero.
Usage Limits — total	Maximum redemptions across all customers. Leave blank for unlimited.
Usage Limits — per user	How many times one customer can use the code. Defaults to 1.
Active	Main on/off switch for the code.
Permanent (no expiration)	When ticked, the code never expires. Untick it to reveal Start Date and End Date fields.
Start Date / End Date	The window during which the code can be used. Before the start date the code shows as Upcoming; after the end date it shows as Expired.
Apply to every renewal (Recurring)	Off applies the discount to the first invoice only; on re-applies it to every renewal invoice for the life of the service.
Minimum Order Amount	The smallest subtotal required before the code applies.
Max Discount	A cap on the amount a percentage code can take off (shown only for percentage codes).
Applies To	All Products, Specific Products, or Specific Categories. The last two reveal a checklist so you can pick exactly what the code covers.
Description	Internal notes about the code. Customers do not see this.

Restricting a code to certain products or categories

1. In the editor, open Advanced Options.
2. Set Applies To to Specific Products or Specific Categories.
3. A checklist appears. Tick each product or category the code should cover.
4. Save. The discount will only apply when the order contains a matching item.

Turning a code on or off, and deleting

• Quick toggle — use the toggle in the Actions column to switch a code active or inactive without opening the editor.
• Delete — the trash button removes a code permanently. You are asked to confirm first.

How customers use a code

When the discount system is enabled, customers see a discount-code box on the order checkout. They type the code and apply it; if it is valid the order total drops and the saving is shown, otherwise an error explains why it was rejected. They can remove the code and the total returns to normal.

A code only applies if it is Active, within its validity window, under its usage limits, above any minimum order, and matches the product or category restriction. A code that still shows Active can still be refused at checkout once it hits its total or per-user usage limit.

Promo vs. referral. Promo codes are the ones you build here by hand, and they stay valid until you set a validity period or switch them off. Referral codes are issued automatically by the referral program when a customer invites someone — they appear in this list with a small purple badge so you can see them alongside your own codes.

Related

Referrals, Orders, Products.