Functions in Coupons

You can perform key actions such as creating coupons, importing them in bulk, editing coupon details, controlling their availability, and tracking their usage across subscriptions and invoices from the Coupons module. You can also view associated transactions, monitor activity logs, export coupon data, and remove coupons from active subscriptions, giving you complete control over how discounts are applied and managed.

Creating a Coupon

You must create a coupon to offer discounts on your plans and addons based on your business requirements for your customers.

Here’s how you can create a coupon:

• Log in to your Zoho Billing organization.

• Go to Product Catalog tab and select the Coupons.

• Click +New in the top right corner.

• In the New Coupon page, fill in the following fields:

  • Product: Select a product whose plans and addons you’d like to associate the coupon with.
  • Coupon Name: Enter a name for your coupon.
  • Coupon Code: Set a unique coupon code, your customers can use this coupon code to apply the discount in the checkout page.
  • Discount: Enter a Percentage (%) or Amount for discounts. The amount or percentage that you set will be deducted from the price of the associated plan or addon.
  • Redemption Type: Redemption Type refers to the number of times a coupon can be applied to a particular subscription.
    • Select One Time if the coupon must be applied only on the first invoice of a subscription.
    • Select Unlimited if the coupon must be applied to every subscription renewal.
    • Select Limited Cycles to set a specific number of times the coupon should be applied for each subscription.
  • Applicability: Configure the products and its associated plans and addons the coupons should be applied to.
    • Associated Plans: You can choose the plans to which this coupon applies.
      • Select All Plans to apply the coupon to all plans under the selected product.
      • Select None if you don’t want to associate the coupon with any plan.
      • Select Specific Plans to apply the coupon only to chosen plans. Then, select specific plans from the Select Plans dropdown to which the coupons must be applied.
    • Associated Addons: You can choose the addons to which this coupon applies.
      • Select All Recurring Addons to apply the coupon to all recurring addons under the selected product.
      • Select All One-time Addons to apply the coupon to all one-time addons under the selected product.
      • Select None if you don’t want to associate the coupon with any addon.
      • Select Selected Addons to apply the coupon only to chosen add-ons. Then, select the specific add-ons from the Select addons dropdown to which the coupon must be applied.
  • Validity:

    • Set Expiration Date: Choose a date until which the coupon will remain valid. After the expiration date, the coupon can no longer be applied to subscriptions or invoices.

    • Maximum Redemption: Specify the maximum number of times this coupon can be redeemed across all subscriptions. Once the redemption limit is reached, the coupon will automatically become inactive and can no longer be used.

• Click Save.

Importing Coupons

To save time, you can import coupons instead of creating them individually. Use the steps below to import them into Zoho Billing.

• Log in to your Zoho Billing organization.
• Go to Product Catalog tab and select the Coupons.
• Click the More icon in the top right corner and select Import Coupons.
• Click the Choose File button under Upload File. You can download the sample CSV or XLS file for your reference by clicking sample csv file or sample xls file.

• Choose the Character Encoding and File Delimiter for your file. The Field Delimiter is used to separate two values in a row. While importing recurring invoices, the default file delimiter is comma (,).

• Click Next.
• Ensure that all the fields are mapped correctly in the Map Fields page.
• Mark the box Save these selections for use during future imports if you want to use the similar import format for the next time.
• Click Next.
• Review your import details and click Import.

Once imported, the coupons will appear under Coupons and can be managed the same way as any coupon created in your Zoho Billing organization.

View Coupon Details

Once you create a coupon, you can track and review its information from the Coupon Details page. This page provides a comprehensive overview of the coupon at a glance.

The Coupon Details page has two sections:

Coupon Overview

The top section displays key information such as the coupon status, discount amount or percentage, redemption type, expiration date, and coupon code. You can copy the coupon code from here and share it with your customers. Customers can use this code on the hosted payment page to avail the discount.

Coupon Configuration

The bottom section shows the complete configuration details of the coupon, including the coupon name, redemption type, coupon code, number of cycles, maximum redemptions, and the associated product. You can click the product name to navigate directly to the product’s details page.

Editing a Coupon

Once you create a coupon, you can only change the name, postpone the expiry date of the coupon and update the Maximum Redemption field.

Here’s how you can edit a coupon:

• Log in to your Zoho Billing organization.
• Go to Product Catalog tab and select the Coupons.
• Select the coupon which you’d like to edit.
• Click the Edit button in the coupon details page.
• In the Edit Coupon page, make the required changes and click Save.

Your coupons will be updated.

Marking a Coupon Inactive

A coupon can be made inactive if you do not want to apply it to new subscriptions but want subscriptions for which the coupon has already been applied to make use of the coupon still.

To make a coupon inactive:

• Log in to your Zoho Billing organization.
• Go to Product Catalog tab and select the Coupons.
• Select the coupon which you’d like to mark as inactive.
• In the Coupon’s details page, click on Mark as Inactive.

The coupon can no longer be applied to new plans and addons. You can mark it as Active again if you’d like to make it available for use.

Cloning a Coupon

If you want to create a new coupon with the same configurations as an existing one, you can choose to clone it rather than create a coupon from scratch. Here’s how:

• Log in to your Zoho Billing organization.
• Go to Product Catalog tab and select the Coupons.
• Select the coupon which you’d like to clone.
• Click on the More icon and select Clone.
• A New Coupon page will appear with the same configurations as the coupon you clone. You can make necessary changes and click Save.

A new coupon will be created, you can apply it to selected plans and addons under the associated product.

Deleting a Coupon

If you no longer would like offer a coupon to your plans/ addons, you can delete it.

Here’s how:

• Log in to your Zoho Billing organization.
• Go to Product Catalog tab and select the Coupons.
• Select the coupon which you’d like to delete.
• Click on the More icon and select Delete.

You coupon will be deleted, you can mark the coupon as Inactive if you want to stop offering it without permanently deleting it.

View Associated Transactions

If you want to track where a coupon has been used and review the transactions it is associated with, you can view its transaction details directly from the coupon’s page.

• Log in to your Zoho Billing organization.
• Go to Product Catalog tab and select the Coupons.
• Select the coupon for which you’d like to view its associated transactions.
• In the Coupon’s details page, switch to the Transactions tab.

Here, you can view transaction details such as the invoice number where the coupon was applied, the associated customer, the discount amount, and the date of application. Clicking a specific transaction opens the corresponding invoice, allowing you to review complete invoice details. This gives you better visibility into how and where the coupon has been used.

Track Activity Logs

You can track the audit trail of a coupon from the Activity Logs tab. It displays all changes made to the coupon, such as when it was marked active or inactive, along with the date and time of each update.

To track the activity log:

• Log in to your Zoho Billing organization.
• Go to Product Catalog tab and select the Coupons.
• Select the coupon for which you’d like to track the activity log.
• In the Coupon’s details page, switch to the Activity Logs tab.

Removing a Coupon From a Subscription

There might be occasions where a coupon needs to be removed from a subscription. This can be achieved by manually removing the coupon from the subscription. Here’s how.

• Log in to your Zoho Billing organization.
• Go to Subscription under Sales on the left side bar
• Choose the subscription from which the coupon has to be removed.
• Remove the coupon by clicking the Remove Coupon option.

Once removed, the subscription will continue without the coupon, and future invoices will be generated without the applied discount.

Exporting Coupons

You can export coupons from Zoho Billing. Here’s how:

• Log in to your Zoho Billing organization.
• Go to Coupons under Product Catalog on the left side bar.
• In the Coupons List page, click on the More icon.
• Click on Export Coupons.

You can then export your coupons in CSV, XLS or XLSX formats. Learn More

Other Actions

You can perform other actions to the coupons in your organization.

Filtering Coupons

In the coupons list page, you can filter coupons based on their status. By default, you can filter and view all the coupons in Active, Inactive and Expired status.

Here’s how:

• Log in to your Zoho Billing organization.
• Navigate to Coupons under Product Catalog in the left side bar.
• In the Coupons list page,navigate to the coupons filter at the top of the page.
• Select from the filters dropdown.

Custom Views

You can create a new custom view filter, define criteria and view a customized list of coupons.

Here’s how:

• Log in to your Zoho Billing organization.
• Navigate to Coupons under Product Catalog in the left side bar.
• In the Coupons list page, navigate to the coupons filter at the top of the page.
• Click +New Custom View to create a new custom view filter.

Sorting Coupons

You can sort the coupons list to quickly organize and view coupons based on your preference in the coupon details page. Click the column header; such as Coupon Name, Coupon Code, Maximum Redemption, Redemption Type, or Status, to sort the list in ascending or descending order. This helps you easily locate specific coupons, review expired or active coupons, and analyze coupon details more efficiently.

Here’s how:

• Log in to your Zoho Billing organization.
• Navigate to Coupons under Product Catalog in the left side bar.
• In the Coupons list page, click on the the column header based on which you’d like to sort your coupons.

Your coupons will be sorted based on the field that you choose.

Bulk Actions

With bulk actions, you can perform operations on multiple coupons in a single step. For example, you can bulk delete coupons or mark multiple coupons as active or inactive.

Here’s how:

• Log in to your Zoho Billing organization.
• Navigate to Coupons under Product Catalog in the left side bar.
• In the Coupons list page, select the coupons for which you’d like to perform bulk action.
• In the top page, you can choose the actions to be performed.

Rearranging Coupons

In the Coupons module, you can customize the list view by choosing which fields are displayed on the main page. You can also rearrange the columns to suit your preference.

• Log in to your Zoho Billing organization.
• Navigate to Coupons under Product Catalog in the left side bar.
• In the Coupons list page, select the Sort icon in the header bar and click Customize Columns.

Advanced Search Within Coupons

This reduces manual effort and improves efficiency when managing multiple coupons.You can use the Advanced Search to filter and quickly find coupons based on specific fields.

• Log in to your Zoho Billing organization.
• Navigate to Coupons under Product Catalog in the left side bar.
• In the Coupons list page, select the Search icon in the right corner of the header bar to perform advanced search within Coupons.
• Or, you can click on the Search Bar on the top of the page and select Advanced Search from the dropdown.

You can then configure your search based on your requirement to filter and view coupons based on your search.

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