Usage

Admins can create promotional codes with specific discount values, settings, and usage restrictions. These codes can then be shared or promoted to customers. Customers can apply promo codes to various sales items, including invoices, subscriptions, proposals, estimates, purchase orders, and delivery notes.

Creating Promo Codes

1. Go to Sales > Promo Codes
2. Click New Promo Code
3. Fill out the fields
4. Click Save

Note: when you include subscription in supported sales type, ensure you have configured your stripe settings in Perfex settings area.

Managing Promo Codes

• View all promo codes in Sales > Promo Codes
• Edit or deactivate/activate promo codes as needed.
• View promo code usage history.

Applying Promo Codes

Promo code can be apply when view the enabled sales items as customer.

Segment export

We understand you might want to target some custom for promotion. We have included a tool that allow you to export certain customers into csv for further use in your marketting platform. In the customer export panel or promo code list:

Troubleshooting