Articles on: Invoicing & Payment

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'll see a view of any invoices with items which have had one of your discount codes applied to them. You'll be able to specify a timeframe, choose from a list of your discount codes, and be able to export this information to either Excel or CSV if you wish:

If you change any of the filters at the top of your 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’re 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 will show the date that the code was applied to an item on an invoice, and 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: 09/02/2023

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