Tracking discount codes
To help you track what discount codes have been applied to your invoices, there is a Discount Codes view under Business Views -> Finance.
In here, you will see a view of all invoices containing discounted items. You can choose to filter by date range and/or discount code, and you can also export this information to either Excel or CSV for further analysis, if required:
If you change any of the filters at the top of the screen, make sure you then click on the blue Update button to apply these parameters and update your view.
When setting a date range, you won’t be able to set the To date to later than the From date. If you are looking at a date range in the future, you should change the To date first and then adjust the From date before clicking on the blue Update button alongside the filters.
The 'Date redeemed' column shows the date that the code was applied to an item on an invoice. Clicking on the invoice number will open the invoice allowing you to see further information on the discount applied and the item it relates to.
In here, you will see a view of all invoices containing discounted items. You can choose to filter by date range and/or discount code, and you can also export this information to either Excel or CSV for further analysis, if required:
If you change any of the filters at the top of the screen, make sure you then click on the blue Update button to apply these parameters and update your view.
When setting a date range, you won’t be able to set the To date to later than the From date. If you are looking at a date range in the future, you should change the To date first and then adjust the From date before clicking on the blue Update button alongside the filters.
The 'Date redeemed' column shows the date that the code was applied to an item on an invoice. Clicking on the invoice number will open the invoice allowing you to see further information on the discount applied and the item it relates to.
Updated on: 05/08/2024
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