PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Invoices > Invoice How To's > Using Coupons
Using Coupons

    
NOTE: This feature is available in the Standard, Professional, and Enterprise versions of both Spectra and myStratus Desktop.

Create coupons and promotions in your price list and then apply them to your invoices during the sales process. Promotions can include: 

  • Dollar Off
  • Percentage Off
  • Free Item
  • Loyalty Reward

To create these coupon items, refer to Creating a Coupon or Promotion

Applying a Coupon to an Invoice

  1. Create or open an invoice.

  2. Add the coupon to the invoice by finding it in the price list (on the left) or by typing in the Item No.

  3. Enter the coupon number if required.



    Note: The coupon number will be added to the invoice in parentheses.

  4. Save the invoice.

  5. Create a payment for the amount due. Note: In the case of certain "Free Item" promotions, this may only be a small sales tax amount.

  6. Save and close the invoice and payment.

Coupon Redemption Reports

Some types of coupons are sold through a third-party, such as Groupon or Living Social. In these cases, you need to create redemption reports you can submit to the seller for payment. This is done through Utilities > Export Promotional Data.


 
See also: FAQ - Using Third-Party Coupons (Groupon)



See also


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