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Getting Started with Coupons

Overview Coupons help you offer discounts on your products and increase conversions across your checkouts. You can create coupons that apply to one- time…

5 min read1,121 words10 explained imagesUpdated Thu, 23 Jul at 3:51 AM
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On this page
  1. Overview
  2. What Does This Feature Do?
  3. What Do I Need to Use Coupons?
  4. How to Create a Coupon
  5. Step 1: Navigate to Coupons
  6. Step 2: Enter Basic Details
  7. Step 3: Select Coupon Type
  8. Coupon Currency
  9. Step 4: Set Validity (Optional)
  10. Step 5: Configure Usage Restrictions
  11. 1. Limit Total Redemptions
  12. 2. Limit to Selected Products
  13. 3. Limit to One Use per Customer
  14. Step 6: Configure Subscription Behavior (If Applicable)
  15. Apply to Future Payments
  16. Step 7: Create the Coupon
  17. How Coupons Work at Checkout
  18. Important Behaviors & Limitations
  19. FAQs
  20. Can I create a free product using coupons?
  21. Can I edit or delete coupons later?
  22. Can a coupon be applied to both one-time and subscription products in the same order?
  23. What happens if a coupon is applied to a product with multiple quantities?
  24. Can I change a coupon after it has already been used?
  25. Does the coupon apply on Set-up Fees?
  26. Which coupon configurations are not supported with PayPal?

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Overview

Coupons help you offer discounts on your products and increase conversions across your checkouts. You can create coupons that apply to one-time and recurring products and control how, where, and how often they can be used.

Coupons can be used across:

  • Funnels (Order Forms)

  • Stores

  • Websites

  • Payment Links

  • Calendars

  • Services

  • Gift Card Sell Page

  • Business Facing - Create Subscription

⚠️ Coupons are not supported on Estimates and Invoices. Certain types of coupon settings are not supported for subscription payments made with PayPal.


TABLE OF CONTENTS


What Does This Feature Do?

Coupons allow you to:

  • Offer percentage or fixed discounts

  • Apply discounts on entire carts or specific products

  • Control usage through limits and restrictions

  • Apply discounts on subscriptions (with duration controls)

  • Track usage and redemption


What Do I Need to Use Coupons?

  • Access to Payments → Coupons

  • A checkout, selling products, where coupons are supported


How to Create a Coupon

Step 1: Navigate to Coupons

Go to:
Payments → Coupons → Create Coupon

Step 1: Navigate to Coupons (image 1 of 10) What this shows Go to: Payments → Coupons → Create Coupon What this shows Illustrates the "Step 1: Navigate to Coupons" section of "Getting Started with Coupons". This screenshot appears in the "Step 1: Navigate to Coupons" section of "Getting Started with Coupons". The text alongside this image reads: Go to: Payments → Coupons → Create Coupon. Immediately after, the guide continues: Internal reference for your coupon Example: SUMMER SALE 2025. Image 1 of 10 Where to goGo to: Payments → Coupons → Create Coupon
Buttons and menus referenced Payments → Coupons → Create Coupon
Next stepInternal reference for your coupon Example: SUMMER SALE 2025
Step 1: Navigate to Coupons (image 2 of 10) What this shows Go to: Payments → Coupons → Create Coupon What this shows Illustrates the "Step 1: Navigate to Coupons" section of "Getting Started with Coupons". This screenshot appears in the "Step 1: Navigate to Coupons" section of "Getting Started with Coupons". The text alongside this image reads: Go to: Payments → Coupons → Create Coupon. Immediately after, the guide continues: Internal reference for your coupon Example: SUMMER SALE 2025. Image 2 of 10 Where to goGo to: Payments → Coupons → Create Coupon
Buttons and menus referenced Payments → Coupons → Create Coupon
Next stepInternal reference for your coupon Example: SUMMER SALE 2025

Step 2: Enter Basic Details

Coupon Name

  • Internal reference for your coupon

  • Example: SUMMER SALE 2025

Coupon Code

  • The code customers will enter at checkout

  • Must be:

    • Alphanumeric only

    • No spaces or special characters

    • Case-insensitive (automatically converted to uppercase)

  • You can also click Generateto auto-create a code

Coupon Code (image 3 of 10) What this shows The code customers will enter at checkout Must be: You can also click Generate to auto- create a code What this shows Illustrates the "Coupon Code" section of "Getting Started with Coupons". This screenshot appears in the "Coupon Code" section of "Getting Started with Coupons". The text alongside this image reads: The code customers will enter at checkout Must be: You can also click Generate to auto- create a code. This part of the guide covers 6 fields, listed below. Immediately after, the guide continues: You can choose between two types. Image 3 of 10 What to fill inThe code customers will enter at checkout Must be: You can also click Generate to auto- create a code
Fields in this part of the guide The code customers will enter at checkoutMust be:Alphanumeric onlyNo spaces or special charactersCase- insensitive (automatically converted to uppercase)You can also click Generate to auto- create a code
Buttons and menus referenced Generate
Next stepYou can choose between two types:
All 3 steps in this procedure
  1. The code customers will enter at checkout
  2. Must be:
  3. You can also click Generate to auto- create a code

Step 3: Select Coupon Type

You can choose between two types:

1. Percentage-Based Coupon

  • Applies a percentage discount on the total value

  • Example:

    • Cart = $100

    • Coupon = 25%

    • Final = $75

1. Percentage-Based Coupon (image 4 of 10) What this shows Applies a percentage discount on the total value Example: What this shows Illustrates the "1. Percentage-Based Coupon" section of "Getting Started with Coupons". This screenshot appears in the "1. Percentage-Based Coupon" section of "Getting Started with Coupons". The text alongside this image reads: Applies a percentage discount on the total value Example. This part of the guide covers 5 fields, listed below. Immediately after, the guide continues: Applies a fixed discount regardless of order size Example. Image 4 of 10 What this coversApplies a percentage discount on the total value Example:
Fields in this part of the guide Applies a percentage discount on the total valueExample:Cart = $ 100Coupon = 25%Final = $ 75
Next stepApplies a fixed discount regardless of order size Example:
All 2 steps in this procedure
  1. Applies a percentage discount on the total value
  2. Example:

2. Fixed Amount Coupon

  • Applies a fixed discount regardless of order size

  • Example:

    • Cart = $100

    • Coupon = $25

    • Final = $75

2. Fixed Amount Coupon (image 5 of 10) What this shows Applies a fixed discount regardless of order size Example: What this shows Illustrates the "2. Fixed Amount Coupon" section of "Getting Started with Coupons". This screenshot appears in the "2. Fixed Amount Coupon" section of "Getting Started with Coupons". The text alongside this image reads: Applies a fixed discount regardless of order size Example. This part of the guide covers 5 fields, listed below. Immediately after, the guide continues: Coupon currency is automatically set to your sub- account currency It cannot be changed manually. Image 5 of 10 What this coversApplies a fixed discount regardless of order size Example:
Fields in this part of the guide Applies a fixed discount regardless of order sizeExample:Cart = $ 100Coupon = $ 25Final = $ 75
Next stepCoupon currency is automatically set to your sub- account currency It cannot be changed manually
All 2 steps in this procedure
  1. Applies a fixed discount regardless of order size
  2. Example:

Coupon Currency

  • Coupon currency is automatically setto your sub-account currency

  • It cannot be changed manually


Step 4: Set Validity (Optional)

You can define when the coupon is usable:

  • Start Date & Time → When the coupon becomes active

  • End Date & Time → When the coupon expires

If no end date is set → coupon remains active indefinitely

Step 4: Set Validity (Optional) (image 6 of 10) What this shows If no end date is set → coupon remains active indefinitely What this shows Illustrates the "Step 4: Set Validity (Optional)" section of "Getting Started with Coupons". This screenshot appears in the "Step 4: Set Validity (Optional)" section of "Getting Started with Coupons". The text alongside this image reads: If no end date is set → coupon remains active indefinitely. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: You can apply the following controls. Image 6 of 10 What this coversIf no end date is set → coupon remains active indefinitely
Fields in this part of the guide Start Date & Time → When the coupon becomes activeEnd Date & Time → When the coupon expires
Buttons and menus referenced Start Date & TimeEnd Date & Time
Next stepYou can apply the following controls:
All 2 steps in this procedure
  1. Start Date & Time → When the coupon becomes active
  2. End Date & Time → When the coupon expires

Step 5: Configure Usage Restrictions

You can apply the following controls:

1. Limit Total Redemptions

  • Restrict how many times the coupon can be used

  • Example: Limit to 100 uses

2. Limit to Selected Products

  • Restrict coupon usage to specific products

  • Example:

    • Coupon works only for “Premium Plan”

    • Cannot be used on other products

  • Coupons can also be restricted to certain prices and variants instead of all under a product.

2. Limit to Selected Products (image 7 of 10) What this shows Restrict coupon usage to specific products Example: Coupons can also be restricted to certain prices and variants instead of all under a product. What this shows Illustrates the "2. Limit to Selected Products" section of "Getting Started with Coupons". This screenshot appears in the "2. Limit to Selected Products" section of "Getting Started with Coupons". The text alongside this image reads: Restrict coupon usage to specific products Example: Coupons can also be restricted to certain prices and variants instead of all under a product. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Prevent a single customer from reusing the coupon. Image 7 of 10 What this coversRestrict coupon usage to specific products Example: Coupons can also be restricted to certain prices and variants instead of all under a product.
Fields in this part of the guide Restrict coupon usage to specific productsExample:Coupon works only for “ Premium Plan”Cannot be used on other products
Next stepPrevent a single customer from reusing the coupon
All 3 steps in this procedure
  1. Restrict coupon usage to specific products
  2. Example:
  3. Coupons can also be restricted to certain prices and variants instead of all under a product.
2. Limit to Selected Products (image 8 of 10) What this shows Restrict coupon usage to specific products Example: Coupons can also be restricted to certain prices and variants instead of all under a product. What this shows Illustrates the "2. Limit to Selected Products" section of "Getting Started with Coupons". This screenshot appears in the "2. Limit to Selected Products" section of "Getting Started with Coupons". The text alongside this image reads: Restrict coupon usage to specific products Example: Coupons can also be restricted to certain prices and variants instead of all under a product. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Prevent a single customer from reusing the coupon. Image 8 of 10 What this coversRestrict coupon usage to specific products Example: Coupons can also be restricted to certain prices and variants instead of all under a product.
Fields in this part of the guide Restrict coupon usage to specific productsExample:Coupon works only for “ Premium Plan”Cannot be used on other products
Next stepPrevent a single customer from reusing the coupon
All 3 steps in this procedure
  1. Restrict coupon usage to specific products
  2. Example:
  3. Coupons can also be restricted to certain prices and variants instead of all under a product.

3. Limit to One Use per Customer

  • Prevent a single customer from reusing the coupon


Step 6: Configure Subscription Behavior (If Applicable)

For recurring products, you can control how long the discount applies:

Apply to Future Payments

You can choose:

  • Forever
    → Discount applies to every billing cycle

  • Multiple Months
    → Discount applies for a fixed duration

Example:

  • Subscription = $100/month

  • Coupon = 20% for 3 months

  • Customer pays $80/month for first 3 months

  • Then returns to $100/month

Note: This applies regardless of billing frequency

Apply to Future Payments (image 9 of 10) What this shows Note: This applies regardless of billing frequency What this shows Illustrates the "Apply to Future Payments" section of "Getting Started with Coupons". This screenshot appears in the "Apply to Future Payments" section of "Getting Started with Coupons". The text alongside this image reads: Note: This applies regardless of billing frequency. This part of the guide covers 6 fields, listed below. Immediately after, the guide continues: Your coupon is now active (or scheduled based on your settings). Image 9 of 10 What this coversNote: This applies regardless of billing frequency
Fields in this part of the guide Forever → Discount applies to every billing cycleMultiple Months → Discount applies for a fixed durationSubscription = $ 100/ monthCoupon = 20% for 3 monthsCustomer pays $ 80/ month for first 3 monthsThen returns to $ 100/ month
Buttons and menus referenced ForeverMultiple Months
Next stepYour coupon is now active (or scheduled based on your settings).
All 2 steps in this procedure
  1. Forever → Discount applies to every billing cycle
  2. Multiple Months → Discount applies for a fixed duration

Step 7: Create the Coupon

Click Create

Your coupon is now active (or scheduled based on your settings).

Step 7: Create the Coupon (image 10 of 10) What this shows Your coupon is now active (or scheduled based on your settings). What this shows Illustrates the "Step 7: Create the Coupon" section of "Getting Started with Coupons". This screenshot appears in the "Step 7: Create the Coupon" section of "Getting Started with Coupons". The text alongside this image reads: Your coupon is now active (or scheduled based on your settings). Immediately after, the guide continues: Coupon input field appears only when a valid coupon exists If no applicable coupon → field is hidden automatically Discounts are: Many checkouts (Funnels, Payment Links, etc.) have an option on the builder to enable or disable visibility…. Image 10 of 10 What this coversYour coupon is now active (or scheduled based on your settings).
Buttons and menus referenced Create
Next stepCoupon input field appears only when a valid coupon exists If no applicable coupon → field is hidden automatically Discounts are: Many checkouts (Funnels, Payment Links, etc.) have an option on the builder to enable or disable visibility and application of coupons during checkout

How Coupons Work at Checkout

  • Coupon input field appears only when a valid coupon exists

  • If no applicable coupon → field is hidden automatically

  • Discounts are:

    • Shown in checkout summary

    • Applied across applicable products proportionally

    • Visible in order details

  • Many checkouts (Funnels, Payment Links, etc.) have an option on the builder to enable or disable visibility and application of coupons during checkout


Important Behaviors & Limitations

  • Coupons apply to:

    • One-time products

    • Recurring products

  • Coupons do not apply to one-click upsells (in case of Funnels)

  • Coupons can reduce cart value to $0

    • Customer still needs to enter card details for verification, if builder level setting for this is checked. If builder doesn't have setting for managing $0 transactions, card details are always required.

  • 100% discounts support via most providers except PayPal.

  • Coupon codes are:

    • Case-insensitive

    • Unique

  • Discounts are distributed proportionally across products


FAQs

Can I create a free product using coupons?

Yes — use a 100% discount coupon


Can I edit or delete coupons later?

Yes — you can edit, delete, or view usage history anytime


Can a coupon be applied to both one-time and subscription products in the same order?

Yes. Coupons apply to both one-time and recurring products within the same order. For subscriptions, the coupon behavior will follow the configured duration (e.g., one-time, multiple months, or forever).


What happens if a coupon is applied to a product with multiple quantities?

The discount is calculated based on the total value of that product (quantity × price). For example, if a product costs $20 and a customer buys 5 units with a 10% coupon, the discount applied will be $10 (10% of $100).


Can I change a coupon after it has already been used?

You can edit certain coupon settings (like name, limits, or validity), but changes will only apply to future uses. Past orders where the coupon was already applied will remain unchanged.


Does the coupon apply on Set-up Fees?

Yes. Coupon applies on set-up fees in case of subscription products.


Which coupon configurations are not supported with PayPal?

The following configurations are not supported with PayPal:
1. Subscription setting with defined number of months instead of 'Forever' does not work with PayPal. It would charge for the entire duration of the subscription rather than the defined months.

2. A coupon that changes the order value to $0 i.e. it's a 100% OFF coupon or an amount based coupon that makes the final order to be $0, doesn't work with PayPal if subscription products are part of the checkout.

Frequently asked questions

What Does This Feature Do?
Coupons allow you to: Offer percentage or fixed discounts Apply discounts on entire carts or specific products Control usage through limits and restrictions Apply discounts on subscriptions ( with duration controls) Track usage and redemption
What Do I Need to Use Coupons?
Access to Payments → Coupons A checkout, selling products, where coupons are supported
Can I create a free product using coupons?
Yes — use a 100% discount coupon
Can I edit or delete coupons later?
Yes — you can edit, delete, or view usage history anytime
Can a coupon be applied to both one-time and subscription products in the same order?
Yes. Coupons apply to both one- time and recurring products within the same order. For subscriptions, the coupon behavior will follow the configured duration ( e. g., one- time, multiple months, or forever).
What happens if a coupon is applied to a product with multiple quantities?
The discount is calculated based on the total value of that product ( quantity × price). For example, if a product costs $ 20 and a customer buys 5 units with a 10% coupon, the discount applied will be $ 10 ( 10% of $ 100).
Can I change a coupon after it has already been used?
You can edit certain coupon settings ( like name, limits, or validity), but changes will only apply to future uses. Past orders where the coupon was already applied will remain unchanged. Does the coupon apply on Set-up Fees? Yes. Coupon applies on set-up fees in case of subscription products. Which coupon configurations are not supported with PayPal? The following configurations are not supported with PayPal: 1. Subscription setting with defined number of months instead of 'Forever' does not work with PayPal. It would charge for the entire duration of the subscription rather than the defined months. 2. A coupon that changes the order value to $0 i.e. it's a 100% OFF coupon or an amount based coupon that makes the final order to be $0, doesn't work with PayPal if subscription products are part of the checkout.
Does the coupon apply on Set-up Fees?
Yes. Coupon applies on set-up fees in case of subscription products.
Which coupon configurations are not supported with PayPal?
The following configurations are not supported with PayPal: 1. Subscription setting with defined number of months instead of 'Forever' does not work with PayPal. It would charge for the entire duration of the subscription rather than the defined months. 2. A coupon that changes the order value to $0 i.e. it's a 100% OFF coupon or an amount based coupon that makes the final order to be $0, doesn't work with PayPal if subscription products are part of the checkout.

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