Coupon Codes
Coupons give customers a reason to come back. Invoay can create coupons automatically after a visit, or you can make your own coupon codes to share on social media, flyers or with partners.
How to open it: Marketing › Coupon Code
🔑 Which automatic option you'll see: if the Coupon Automation feature is on for your account, the menu shows Customer Automation. Otherwise it shows Customer Coupon Code Campaign.
Customer Automation
Create rules that automatically give a customer a discount coupon whenever their bill meets a condition — for example "Spend 2,000 on services and get 10% off your next visit". The coupon is linked to the customer and can be used on their next visit.
Creating a rule
Click New rule and work through the four sections.
1. When should a coupon be created?
| Field | What it means |
|---|---|
| Rule name | A short name so you can recognise the rule in the list |
| Trigger amount | The bill must reach at least this amount. Enter 0 to create a coupon on every bill |
| Count amount from | Only these item types are added up and compared with the trigger amount: Services, Products, Packages and/or Memberships. Tick at least one |
| If the bill already has a coupon applied | Turn on to still create a new coupon when the customer already used one on this bill. Off prevents double benefits |
| If the bill has a discount applied | Turn on to still create a coupon when the bill already had a discount |
2. How much discount?
| Field | What it means |
|---|---|
| Discount type | Percentage or Fixed Cash |
| Discount value | For example 10 (%) or 100 (off) |
| Max discount cap | (Percentage only, and required) The most the coupon can take off, however big the bill. 10% with a cap of 200 gives 200 off a 3,000 bill, not 300 |
3. When should the rule work?
| Field | What it means |
|---|---|
| Applicable days | Click the days the rule should work on. Leave all unselected for every day |
| From time / To time | Only bills made between these times count. Fill in both, or leave both empty for any time |
| First visit only | Only for a customer's first visit. Under What counts as a first visit? choose Store level (first visit to this branch) or Chain level (first visit to any of your branches — brand-new customers only) |
While the rule is active, its coupons can only be used on these days and times too.
4. Rules for using the coupon
These apply when the customer tries to use the coupon on their next visit.
| Field | What it means |
|---|---|
| Coupon applicable on | Services, Products or Both |
| Minimum bill to redeem | The next bill must be at least this amount. Enter 0 for any amount |
| Coupon valid for (days) | How long the coupon lasts after it's created |
| Allow loyalty points | Tick to let the customer use loyalty points on the same bill as the coupon |
Click Create rule. The rule starts working as soon as you save it.
The rule list
Each rule shows its Status, Trigger (at least), Count from, Discount, Redeemable on, Min bill to redeem, Valid for, Days and time, Discount on bill (Blocked means a bill with any discount earns no coupon) and Restrictions. Click Edit to change a rule, Deactivate to pause it, and Activate to switch it back on. Coupons customers already have still work after you deactivate a rule. Rules can't be deleted, so their history stays.
Customer Coupon Code Campaign
Automatically send a customer their own coupon code by SMS when they fill in your entry form. Each store has one campaign.
Choose the Store at the top and its saved campaign opens. Then fill in:
| Field | What it means |
|---|---|
| Start date / End date | When the campaign runs |
| Coupon type | What the coupon can be used on |
| Validity (days) | How many days each coupon lasts after it's sent |
| Discount percent / Maximum discount amount | The discount, and the most it can take off |
| New customers only | Meant for new customers. Existing customers who don't have an unused coupon can still get one |
| SMS content / DLT template ID | The message to send, and its approved DLT template ID. Click a placeholder such as {CouponCode} to add it where your cursor is. Leave the message empty to send no SMS |
| Active | Off stops new coupons for this store, whatever the dates say |
Click Save campaign. A customer who still has an unused coupon from the form doesn't get another.
Custom Coupon Code
Make your own coupon codes — like DIWALI20 or WELCOME100 — to share wherever you like.
Creating a coupon
Click New custom coupon and fill in:
| Field | What it means |
|---|---|
| Coupon code | The code customers will use, up to 12 characters. It's saved in capitals, and each code must be unique |
| Coupon type | Use on Product, Service or Both |
| Validity in days | How long the coupon lasts, counted from today |
| Minimum bill amount | The bill must be at least this much |
| Cash discount amount or Percentage discount | Choose one — not both |
| Maximum discount amount | Required for a percentage discount (the most it can take off). Leave at 0 for a cash discount |
| Number of redemptions | How many times the code can be used in total. Enter -1 for unlimited |
Click Create coupon. A coupon's discount can't be changed later; to change it, deactivate the coupon and add a new one with a different code.
Many coupons at once
Click More › Bulk upload custom coupons, then Download template. Fill in one row per coupon, keep the column titles as they are, save the file as .xlsx, then choose it and click Upload. If one row has a problem, nothing in the file is added, so fix the row and upload again. Duplicate codes aren't rejected, so check your file against the list first.
The coupon list
Shows every coupon with its Issue Date and Expiry Date, discount, and how many times it has been used (Number Of Redeems) out of the total allowed (Max Number Of Redeems, where -1 means unlimited).
- Extend – give a coupon a later expiry date. Pick +7, +15 or +30 days, or any later date, write the reason (at least 10 characters), and click Extend expiry. You can't shorten a coupon this way, and only custom coupons can be extended.
- Deactivate – stop a coupon from being used. It can't be switched back on from this page, so check before you deactivate.
Every extension, with who made it and why, is listed under Marketing › Coupon Code › Custom Coupon Expiry Extension History (also under More on the coupon list).
💡 See how your coupons are doing under Reports › Coupon Reports.