Coupons, Tax, Receipts and Stock
These settings are in Global Settings › Payments (sub-tabs Coupons, Tax, Receipts and Stock). Coupons and stock can also be managed on the Payments page.
Coupons
- Open Payments › Coupons and click Add coupon.
- Fill in:
| Setting | What it does |
|---|---|
| Code | What visitors type, e.g. SUMMER10. |
| Discount | Percent or Fixed amount. |
| Minimum order | The order total needed to use the code. |
| Max uses (0 = unlimited) | How many times the code can be used. |
| From / Until | The dates the code is valid. |
| Only forms (IDs) | e.g. 3, 7. Empty = all forms. |
| Status | Active or Inactive. |
- Click Save.
- Add a Coupon field to your payment form.
The coupons list shows how many times each code was Used.
Tax
| Setting | What it does |
|---|---|
| Add tax to payments | Turns tax on. |
| Name | The label, e.g. Tax or VAT. |
| Default rate | The rate when no rule matches. |
| Prices already include tax | Your prices are tax-inclusive. |
| Rates by location | Rules with a Country code (e.g. US), an optional State, and a rate in %. |
The country and state come from the first Address field on the form. The most specific rule wins; otherwise the default rate applies. Donations are not taxed.
Receipts
| Setting | What it does |
|---|---|
| Email a receipt | Sends a receipt when a payment completes. |
| Subject | Default: Your receipt from {site_name}. |
| Message | Default: Thank you for your payment. {receipt_table} |
The receipt goes to the address in the form’s first Email field. Smart tags: {receipt_table}, {payment_amount}, {payment_id} and every field tag.
Stock
Set stock on Multiple Items products and options. Units are counted when the payment completes. A form closes when everything on it is sold out, and shows the Sold-out message (default: Sorry, everything is sold out.).
On the Payments › Stock tab you see each product’s Stock, Sold and Left, and can Reset sold back to 0.