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Coupons

Redeeming a Coupon

A customer arrives and makes a purchase or orders a custom frame. They would like to use a coupon to pay for the item.

How to Manually Redeem a Coupon

  1. Create an Invoice.

  2. Enter the item(s) the customer is purchasing as normal.

  3. The coupon must be entered as a separate line item. Use either the Qty or the Amount as a negative.

  4. Change the Category field to Discount (or type it into the Category field if it is not in the drop down list).

    Unfortunately, the amount does not show up in the Savings line but does calculate the Subtotal and Taxes correctly.

Important: At no time should a coupon (which only represents a discount) be entered in the Enter a Payment section.

Tip: You can set up a Coupon item in your Products file for easy entry on the Invoice. See: How to Create a Coupon

How to Automatically Redeem a Coupon

The following only works if you set up a Coupon item in your Products file.

  1. Create an Invoice.

  2. Enter the item(s) the customer is purchasing as normal.

  3. Click the Magnifying Glass icon and search for your coupon code, e.g.  CU10  .

    The coupon value appears in red as a negative dollar value.

  4. If you accept multiple coupons, do not adjust the Qty. Instead, add another Coupon line item.

Important: At no time should a coupon (which only represents a discount) be entered in the Enter a Payment section.