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These settings help attract new customers, reward repeat business, and provide flexible pricing for special promotions. All coupon configurations apply to future quotes and jobs only.

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Types of Discounts

Estizee supports several types of discounts:
  • Percentage-based: Reduces the total by a specified percentage.
  • Flat-rate: Subtracts a fixed amount from the total.
  • One-time or recurring: Can be applied once or multiple times based on conditions.

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Creating a Coupon

When creating a coupon, you define:
  • Coupon code or name
  • Discount type and value
  • Validity dates
  • Usage limits (per customer or total)

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Applying Coupons

Coupons can be applied:
  • Manually during quote creation
  • Automatically based on predefined rules
Applied coupons adjust the final quote total and are reflected on invoices and customer communications.

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Expiration & Restrictions

Each coupon can have:
  • Start and end dates
  • Minimum order or service thresholds
  • Restrictions for specific services or customer types

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Best Practices

  • Keep codes simple and memorable
  • Clearly define eligibility and expiration
  • Monitor coupon usage to ensure profitability
  • Combine with other promotional strategies thoughtfully
Proper configuration of Coupons & Discounts ensures consistent, fair, and strategic promotional pricing within Estizee.