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Discounts & Credits

Create reusable discount codes to apply to invoices and quotes, and issue account credits that clients can draw down against their invoices.

Overview​

There are two related tools:

  • Discount codes — a named code (for example WELCOME10) that takes either a percentage or a fixed amount off an invoice or quote. Codes can have an optional validity window and a usage limit.
  • Account credits — a balance you grant to a client (for goodwill, a refund, or an overpayment) that can later be applied toward their invoices.

Both live in the Billing area and use the invoices permission (read to view, create to add, update to apply, delete to remove).

Discount codes​

Create a discount code​

  1. Go to Settings → Discount Codes.
  2. Click New Code.
  3. Fill in:
    • Code — the code your team will enter (it is stored in uppercase).
    • Type — Percent (%) or Fixed amount ($).
    • Percent / Amount — a percentage between 0 and 100, or a dollar amount.
    • Description (optional) — an internal note.
    • Max uses (optional) — how many times the code may be applied. Leave blank for unlimited.
    • Starts / Expires (optional) — the window during which the code is valid.
    • Active — toggle off to disable a code without deleting it.
  4. Click Create.

You can edit a code at any time, or delete it — deletion is only allowed while the code has never been applied to an invoice or quote. If a code is in use, deactivate it instead.

Apply a code to an invoice or quote​

  1. Open the invoice (or quote).
  2. In the Discounts & Credits panel, type the code and click Apply.
  3. The discount is reflected in the invoice total immediately.

A percentage code takes its percent off the subtotal; a fixed-amount code never discounts more than the subtotal. To change codes, remove the current one with Remove Discount Code and apply a different one. A code that is inactive, outside its validity window, or at its usage limit is rejected with an explanation.

Account credits​

Issue a credit​

  1. Open the client and go to the Credits tab.
  2. Click Issue Credit.
  3. Enter the Amount, an optional Description (e.g. "goodwill" or "overpayment"), and an optional Expires date.
  4. Click Issue Credit.

The tab shows the client's available balance (the sum of all unspent, unexpired credits) and a history of every credit, including how much of each remains. A credit that has never been applied can be deleted; once any of it has been spent it stays on the record.

Apply credit to an invoice​

  1. Open an invoice with a balance due.
  2. In the Discounts & Credits panel, click Apply Account Credit.
  3. Available credit is applied automatically, oldest credit first, up to the invoice balance. The payment is recorded against the invoice and the balance updates — the invoice is marked paid if the credit covers it in full, or partial otherwise.

If the client has no available credit, or the invoice has no balance due, the action reports why and makes no change.