If you haven’t yet done so, please review our Integrated Billing System overview to familiarize yourself with our billing system and explore your options.

The integrated billing system allows you to create coupon codes used for applying discounts to the items and packages charged to new registrants or existing clients upgrading their plans. Follow the steps below to create coupon codes for your account.

Step 1.

Click Client Admin from the main menu.

Step 2.

Locate and click the Billing Settings button in the upper right-hand side of the page.

Note: If you do not see this button, please return to Registration Settings and activate the 

Payment Gateway

Step 3.

From the Billing Settings pop-up, locate the Coupons section and click the Add Coupon button.

Use the fields provided to enter the details of your billing coupon then click the Create Coupon button.

Step 4.

Coupon Code - Enter the code that will be used to apply the discount when you Register a new client or Upgrade their plan.

Step 5.

Status - Select a status for the coupon code. Deactivate coupon code you no longer wish to make available. 

Step 6.

Description - Enter a description of the coupon as it will appear on the invoice. 

Step 7.

Discount Type & Amount - Use the drop down menu to select whether your code will apply a Percentage or Dollar discount. Then enter a Discount Amount in the field provided.

Step 8.

Coupon Type - Select whether the discount will be one time, ongoing, or for a set number of months.

Step 9.

Coupon Expiration Date - Enter a date at which the coupon code will no longer be available for use.

Step 10.

Display Order - Select the order in which you’d like this coupon to appear in the Billing Settings menu.

Note: Unlike Items and Packages that can be displayed or hidden from the Shopping Cart and, or, public facing Pricing Page, Billing Coupon Codes can only be viewed from the Billing Settings menu. 

Step 11.

Click the Create Coupon button to save your coupon’s settings.

After you click the Create Coupon button you will see a field appear at the top of the pop-up window.

Step 12.

Click the Add Package or Item drop down menu to choose the items or packages that the coupon code will be valid for, then click the Add button. 

Step 13.

Click the Update Coupon button to save your Coupon settings.

MANAGING BILLING COUPONS

Step 1.

From the Billing Settings pop-up, locate the Coupon you wish to edit and click the edit icon.

Step 2.

Adjust the Coupon as needed and click the Update Coupon button to save your changes.