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How To Add A Coupon To A Client?


sunrisepro

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OK - so I negotiated a special price for a client. The product price is $19/mo; we agreed to $12/mo. I made a coupon for her to take $7 off.

 

She paid the invoice at the price she thought was correct ($12.99) and did not use a coupon. The invoice shows $6.01 unpaid.

 

How can I add the coupon so that she has a recurring monthly bill of $12?

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You can add a recurring coupon by clicking Manage next to the service and entering the coupon code under the "Upgrade/Downgrade" section.

 

For the first invoice, you'll need to adjust that manually. To do so, edit the transaction and click the "Unapply" link next to the invoice. Then, edit the invoice to reflect the desired total. You may then do a record payment to apply the credit from the previous transaction to this invoice.. or, if there are no older invoices on the account, wait until the cron runs to apply the payment.

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