> For the complete documentation index, see [llms.txt](https://easy-space.gitbook.io/easy-space-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://easy-space.gitbook.io/easy-space-docs/finance/managing-and-using-discounts.md).

# Managing and Using Discounts

## Creating Discount Codes

Navigate to the **Payments** section and select **Discounts**. Click the **Add Discount** button to open the creation sheet.

## Discount Details

* **Code:** Enter a unique code (e.g., WELCOME10, SUMMER20). Codes are typically saved in uppercase and must be unique within your space.
* **Description:** Add an optional internal note about the discount's purpose (e.g., "New member onboarding offer").
* **Discount Type:** Choose either **Percentage** (e.g., 10 for 10%) or **Fixed Amount** (e.g., 5 for $5 off, based on your space's currency).
* **Discount Value:** Enter the numeric value corresponding to the type (e.g., 10 for 10% or 5 for $5). Must be a positive number.
* **Expiration Date (Optional):** Set a date after which the code will no longer be valid. Leave blank for no expiration.
* **Maximum Usage (Optional):** Limit the total number of times the code can be used across all members. Leave blank for unlimited uses.

## Applicability

* Specify which types of purchases this discount code applies to:
* **Membership Plans:** Can be used when purchasing new memberships.
* **Room Credits:** Can be used when buying room time credits.
* **Products:** Can be used when purchasing items from your product list.
* Select one or more applicable categories. If none are selected, the code might apply universally, depending on system configuration (check applicability during testing).

Click **Create Discount** to save the new code.

## Managing Existing Discount Codes

The main **Discounts** page lists all created codes.

## Viewing Discounts

The table displays key information for each code:

* **Code:** The unique discount code.
* **Description:** Your internal note.
* **Type / Value:** Shows if it's a Percentage or Fixed Amount and the corresponding value.
* **Status:** Indicates if the code is **Active** (usable), **Expired** (past expiration date or usage limit reached), or **Inactive** (manually deactivated).
* **Usage:** Shows how many times the code has been used out of the maximum allowed (e.g., 5 / 100).
* **Expires:** The expiration date, if set.
* **Applicability:** Lists the types of purchases the code applies to.

## Searching and Filtering

* **Search:** Find codes by entering text from the Code or Description.
* **Filter by Status:** View only Active, Expired, Inactive, or All codes.

## Deactivating/Deleting Codes

* Use the **Actions** menu (three dots) on a code's row to manage it.
* Select **Delete Code**.
* **Important:** If a code has already been used at least once, it cannot be permanently deleted to maintain historical records. Instead, selecting "Delete" will **deactivate** the code, setting its status to Inactive and preventing further use. Unused codes can be permanently deleted.

## How Members Use Discount Codes

When members purchase applicable items (Memberships, Room Credits, Products), they will typically see an option during the checkout process:

1. **Checkbox/Link:** An option like "I have a discount code" will be available.
2. **Input Field:** Selecting the option reveals a field to enter the discount code.
3. **Apply Button:** After entering the code, members click "Apply".
4. **Validation:** The system checks if the code is valid (exists, active, not expired, within usage limits) and applicable to the item(s) in the cart.
5. **Feedback:** A success message confirms the discount applied, or an error message explains why it failed.
6. **Summary Update:** The purchase summary dynamically updates to show the original price, the discount amount applied, and the new final price.

Members can then proceed with the checkout using the discounted price.

## Discount Carryover on Recurring Renewals

For **Recurring Plan** memberships, if a member used a discount code when they first signed up, that same discount is applied automatically to every renewal. They do not need to re-enter the code, and the renewal price reflects the discounted amount. This applies regardless of how they pay for renewals—whether through automatic card charges or manual payment.