Offer Discount and Special Prices to your clients

You can offer a special price and/or promo code to your clients that will be apply on the invoice automatically.

Make sure to activate these features in the Main Menu "FEATURES"

Special Price List : A feature that allows you to reprice your services for specific clients, businesses, offices or even MLS members.The new price will be apply automatically for each order. You can add as many lists as you want and as many customers as you wish to the price list.
Promo Code: A simple way to offer discounts to your clients, for a "one-use" discount or for a specific promotion.
You can target specific services, options, dates, clients, minimum purchase amount and much more.

Special Price List

You have two levels of price list; based on the company/office or based on the customer. In the customer profile, you can indicate the client's company/office's, if this company/office has a special price list this customer will automatically have access to the discounts. You also have the Special price list toggle that will lock the price list and apply the discount based on the customer.

From de dashboard, select Special Price lists.

To add a list, click on ADD A NEW SPECIAL PRICE LIST or the + sign. inscribe the price list's name

For each of the services, you can determine a new price or leave it as it is. To assign the special price list to:

A customer: you need to enter the name of your client (s) in the search bar. And click on the + sign.
An MLS, a Company, or an Office: you need to select the MLS from the drop-down menu, and click on the + sign.

Once everything is done, click on SAVE THE PRICE LIST

You can see and filter the MLS, Companies and Offices to see which price list is assigned to it.

Promo Code

To help you satisfy your customers, you have a coupon code option. It allows you to have several kinds of coupon codes, for one-time use, for new customers, for inactive customers and much more. Go to the promo code tab and click on the + sign to create your first promo code.

Enter your Code and applications:

Code: the code your customers need to type to apply the discount
Explication: Add your explanations, terms and conditions related to your code

Discount Amount: always in dollarsThe invoice amount will never be less than $2.
Minimum purchase Amount: minimum purchase amount before taxes
Unique Use: The promo code can only be used once. If activated the code can only be used once and the other fields relating to the number of uses will be ignored.
Starting Date: Promo code activation date. Without a start date the code could be used now.
Ending Date: end date of promo code inclusive. Without an end date the code will not expire.
Number of uses per client: number of uses by customer
Maximum number of uses: total number of uses. Number of times the code can be used regardless of which client
Minimum number of months Since last order: Allows you to define an offer for new clients and those who have not ordered for a while