Create a discount

Set up a percent-off or amount-off discount, give it a code customers can enter if you want one, set when it runs and who can use it, then turn it on.

In the sidebar, open Settings, then choose Discounts under Sales & Billing. The page address is /settings/org/billing/discounts.

Before you start

• Decide what kind of discount it is. A Code discount is one customers or staff type in. An Automatic discount applies by itself when its rules match. A Manual one is applied by staff when they choose to.
• Your role needs the permission to create discounts. Turning one on needs the activate permission.

Steps

1. Press New discount. A panel opens titled New canonical discount.
2. To start quickly, press one of the templates at the top: 10% public code, $ off minimum spend, Product/service discount or Private customer code. They fill in sensible values you can change.
3. Under Basics, type a Discount name and pick a Discount type. Leave Status as Draft until you have checked everything.
4. For a code discount, under Discount Code type the Customer code (for example SPRING10) or press Generate. Pick a Code type: Public for anyone, Private for a customer you give it to, Portal or Booking for those places only. Set Total uses, Per customer and Per document limits; use 1 for Per document on a normal code.
5. Under Discount Value, pick a Value type: Percent off with a Discount percent, Amount off with a Discount amount, or Fixed unit price. Add a Maximum discount or Minimum subtotal if you want a cap or a spend threshold.
6. Under Schedule, set Starts and Ends, and, if it only runs on certain days or hours, Eligible weekdays, Daily start and Daily end. Blackout dates are days it never applies.
7. Under Applies To, choose an Application scope: Document / whole order or Line item. Narrow it with Included services, Included products, Included customers/accounts or Included branches as needed.
8. Under Eligibility & Surfaces, tick where the discount may be used: Public, Booking, Portal checkout, Recurring. Customer & Account Rules lets you limit it to, for example, a First-time customer.
9. Press Preview to see how Nova would apply it, then Create discount. Nova confirms the discount was created and reopens it for editing, with Activate at the top.
10. When you are ready for customers to use it, press Activate. See Activate, deactivate or copy a discount.

What you see

• The list shows each Definition, its Coverage, its Status (Draft, Active, Inactive or Retired) and when it was Updated. The counters above it show Definitions, Codes, Applications and Redemptions for the current filter.
• Press a row to open the discount for editing. A Review section beside the form sums up the discount in plain words before you press Save discount.
• On a saved discount, the Discount Codes section lets you add more codes with Create code, and each code has its own Activate and Deactivate.
• Audience segments and Governance at the top open the pages for reusable customer groups and organization-wide discount policy.

If something looks different

• New discount is missing: your role cannot create discounts. Ask your admin.
• Create discount or Save discount is greyed out: the currency does not match the organization's, or your role lacks the permission.
• The discount refuses to activate with a message about the percent: Discount percent cannot be over 100.
• Approval required under Advanced Policy is on: using this discount will send the document for approval first. See Approve or reject a pricing exception.

Open Discounts