## Zoho Billing - Product, solutions, integrations, support, and resources Index Access the complete documentation index at: https://www.zoho.com/de-de/billing/llms.txt Use this file to discover all available documentation pages before proceeding. # Advanced Coupons **Note:** This feature is currently in early access for certain plans of Zoho Billing. Reach out to our support team at [support@zohobilling.com](mailto:support@zohobilling.com) for further assistance. Advanced Coupons in Zoho Billing allow businesses to create flexible, rule based discounts that go beyond simple flat rate or percentage offers. These coupons can be tailored to specific customers, products, or usage conditions, making them a strategic tool for running promotions, rewarding loyalty, or boosting customer engagement. By defining parameters such as redemption limits, eligibility criteria, and expiration dates, businesses can ensure that discounts are applied exactly where and when they are intended. ### Enable Advanced Coupons If your business requires more control over how discounts are applied, such as setting customer eligibility, discount preferences, or customer redemption limits, you can enable the Advanced Coupons feature. **Note:** Enabling Advanced Coupons is a one-time action and cannot be undone. Once enabled, all coupons created will be migrated to advanced coupons and the feature will remain enabled even if you change your subscription plan. Here’s how to enable Advanced Coupons: * Go to _Settings_. * Select **Products** under _Product Catalog_. * Mark **Enable** coupons with advanced features to enable **Advanced Coupons**. You will receive a notification once the migration to advanced coupons is completed. ### Create Advanced Coupons Coupons will be available as a separate module once you enable Advanced Coupons, where you can create and manage your coupons. To create advanced coupons: * Create a new coupon. * Enter the required details. * Navigate to the _Applicability_ tab and enter the details in the following fields. Field Description Applicable Products Specify which products the coupon can be applied to. You can select specific plans and addons to associate with the coupon. Eligible Customers Specify the customers whom you want to apply this coupon to. **Note:** Applicable Products can be specified only when the Discount Preference is chosen as Item-Level. * Navigate to the _Validity_ tab and enter the required details. * Click **Save**. #### Configure Multi-Currency Coupons If your business has customers across multiple countries, you can configure a single coupon in multiple currencies to offer customers discounts in their currency, making it more relevant to their currency value. **Note:** Currency-specific discount values can only be configured when the _Discount By_ is set to **Flat Rate**, and not percentages. **Scenario:** Patricia runs an online learning platform that offers design courses to customers in different countries. As part of a seasonal promotion, she wants to offer a flat discount that needs to be applied in each customer's local currency. Patricia creates one coupon with currency-specific discount values: USD → $15 and INR → ₹1,000. Now, customers billed in USD receive a $15 discount; customers billed in INR receive a ₹1,000 discount. #### How Multi-Currency Coupons Are Applied When you apply a coupon to a subscription, Zoho Billing uses this priority order to determine the discount amount: Priority Condition Outcome Priority 1 A coupon is configured with the customer’s billing currency. The discount amount for the customer’s currency is applied. Priority 2 Coupon is not configured for the customer’s currency, but is configured with the organization’s base currency. The base currency discount amount is applied. Priority 3 Coupon is not configured for either the customer’s currency or the base currency. The coupon cannot be applied to the subscription. **Example:** A coupon is configured with the following values: USD → $5 and EUR → €10. The organization’s base currency is INR, but no INR discount value has been configured. * A customer billed in USD receives a $5 discount. * A customer billed in EUR receives a €10 discount. * A customer billed in INR, JPY, or any other currency not listed cannot use the coupon, because neither their currency nor the base currency has a discount value configured. #### Adding Currency-Specific Discount Values To configure discount amounts for multiple currencies in a coupon: * Go to _Product Catalog_ and select **Coupons**. * Click **\+ New** in the top-right corner, or open an existing coupon to edit it. * Under _Discount Details_, set **Discount By** to **Flat Rate**. * In the **Discount Value** field, select a currency from the dropdown and enter the discount amount. * Click **\+ Add Currency** to add discount values for additional currencies. * To remove a currency-specific discount, click the **Delete** icon next to it. * Click **Save**. The coupon applies the appropriate discount amount based on each customer’s billing currency. #### What Happens When You Update a Currency’s Discount Value When you update the discount amount for a specific currency on an existing coupon, the customers paying in that currency will receive the updated amount when the coupon is applied. This change is reflected across all hosted pages where the coupon is used, any scheduled or end-of-term updates linked to the coupon. Existing active subscriptions, however, continue using the discount value that was in place at the time of the original subscription and are not affected by the update. **Note:** For organisations with calendar or consolidated billing configured, coupons applied to subscriptions in Future or Trial status are prorated based on the updated coupon value when the subscription goes live. ### Additional Coupon Codes Multiple additional coupon codes can be generated from a single primary coupon. These inherit all properties of the primary coupon except the coupon code and the maximum redemption count. This is useful for running bulk promotions while tracking redemptions individually. To create additional coupons: * Go to **Coupons** under _Product Catalog_. * Select the coupon for which you want to create additional codes. * Navigate to the _Coupon Codes_ tab. * Click **\+ New** dropdown and select how you want to create the codes. * **Create Codes Manually:** Manually enter each coupon code along with its maximum number of redemptions. * **Generate Codes Automatically:** Generate multiple codes in bulk by specifying a prefix, suffix, and the desired number of characters for each code. **Note:** * If a prefix or suffix is not provided, it will be ignored. * The maximum redemption count of any additional coupon should not exceed that of the primary coupon. * If no maximum redemption count is specified for an additional coupon, it will default to one. #### Copy Additional Codes If you need to share coupon codes externally, you can copy them and distribute them through your preferred channels. To copy the generated codes: * Navigate to the _Coupon Codes_ tab. * Hover over the code you want to copy. * Click the **Copy** icon next to it. #### Delete Additional Codes If certain codes are no longer needed or were added by mistake, you can delete them from your organization to keep your coupon list organized and up to date. To delete the additional codes: * Navigate to the _Coupon Codes_ tab. * Hover over the code you want to delete. * Click the **Delete** icon next to it. * You can delete the codes in bulk by selecting the codes and clicking the Delete icon at the top. #### Import Additional Codes If you already have coupon codes generated externally, you can import them into your Zoho Billing organization instead of creating them manually to ensure consistency across your promotional campaigns. To import additional codes: * Navigate to the _Coupon Codes_ tab. * Click the **More** icon next to Additional Codes. * Select **Import** to import additional codes into your organization. #### Export Additional Codes If you need to use existing coupon codes outside of Zoho Billing, you can export them from your organization to access and manage them externally. To export additional codes: * Navigate to the _Coupon Codes_ tab. * Click the **More** icon next to Additional Codes. * Select **Export** to export additional codes from your organization. Additional coupons can be applied only on hosted pages and are valid only when the primary coupon is active and has not reached its redemption limit. When an additional coupon is redeemed, it reduces the redemption count for both the additional and the primary coupons.