Knowledgebase

Coupons vs Gift Certificates

We are redeeming customer coupons for $100. How do I make the invoice reflect the $100 savings?

Answer:
Enter this as a coupon dollar discount, not a gift certificate payment. A gift certificate, gift card or store credit implies an actual money transaction.

A coupon must be entered as a separate line item (enter the either Qty or the Amount as a negative). Unfortunately, this does not show up in the "Savings Line" but does calculate the Subtotal and Taxes correctly. You can even setup an item in your Products file for easy entry on the invoice.

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

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Visitor Comments

1. Comment #1 (Posted by Dave Makielski )
   I presume you mean to enter this as a line item on the invoice with "coupon" as the description and a negative value in the amount field?
2. Comment #2 (Posted by Carol Graham )
   Yes, it should be entered in the line item field on the invoice as "Coupon" or "Discount Coupon" or by it's name "Spring Sale Coupon". You should also select or add "Discount" in the Category field. This will make it easier to find on your sales reports.