Create and use discount codes

When you send a payment links, you can allow buyers to apply discount codes during checkout. Discount codes can reduce the purchase price by a fixed amount or percentage. 

For example, during a seasonal promotion, you might create a discount code such as BLACKFRIDAY20 and apply it to payment links. After creating a discount code, you can allow discount code usage on payment links and manage or deactivate codes when they're no longer needed.

Before you get started

Understand limitations and considerations

• Discount codes can only be used on payment links. They're not supported on invoices, quotes, legacy quotes, or subscriptions.
• It isn't possible to create discount codes with a 100% discount.
• Discount codes can't be used on payment links that have automated sales tax added.

Create a discount code

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Data Management section, click Objects.
3. On the Objects page, click the Select an object dropdown menu and select Products.
4. At the top, click the Discount codes tab.
5. In the upper right, click Create discount code.
6. In the right panel, configure the discount code:
   • Name: enter the internal name for the discount code.
   • Discount code type: click the Discount code type dropdown menu and select an option:
     • Fixed amount: a fixed currency amount. If your account is set up to use multiple currencies, click the Currency dropdown menu and select a currency. In the Value field, enter the currency value.
     • Percentage: a percentage amount. In the Value field, enter the value as a percentage. The percentage amount must be lower than 100%.
   • Code: enter the code that the buyer will use at checkout (e.g., BLACKFRIDAY20).
   • Code status: click the Code Status dropdown menu and select Active or Inactive. An inactive discount code can't be applied at checkout. 
   • Click to expand the Options section to set the maximum number of redemptions, and an expiry date.
     • In the Maximum discount usage field, enter the maximum number of redemptions.
     • Under Code expiration date, click the date picker and select an expiration date. Expiration is set to 23:59 of the date you have chosen, based on your account time zone setting.
     • Click Save. Once a discount has been created, it can be used for payments made via payment links.

Please note: discount code usage is counted after a payment with a discount applied is processed. This payment process involves a delay, and processing can take a few seconds for a card transaction, or a few days for an ACH transaction. Because of this delay in processing, overusage may occur when a maximum number of redemptions is defined. It’s recommended to review your discount code activity regularly in the discount code table.

Turn on the option to use discount codes with payment links

By default, payment links don't include the ability to add discount codes. To turn on the setting to allow discount codes to be applied to a payment link:

Please note: discount codes can't be added to payment links that include one-time discount or that have been embedded.

1. In your HubSpot account, click More, then navigate to Revenue > Payment Links. If More doesn't appear in your account, navigate to Revenue > Payment Links directly.
2. To update an existing payment link, click the name of the payment link. Or, create a new payment link.
3. At the top, click the Settings tab. 
4. Under Checkout, toggle the Discount codes switch on.
5. In the top right, click Create if creating a new payment link, or Save if updating an existing payment link.

At checkout, buyers can click + Add discount code and enter a discount code. Learn more about the buyer checkout experience.

Manage discount codes

To view, update, deactivate, or delete a discount code:

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Data Management section, click Objects.
3. On the Objects page, click the Select an object dropdown menu and select Products.
4. At the top, click the Discount codes tab to view your created discount codes. The table displays each code’s status, value, maximum redemptions, and number of redemptions made.
   
   
   
5. To update, activate, or deactivate a discount code, click the name of the discount code, then update the details in the right panel. Click Save.

Please note: discount code deactivation is immediate. Buyers who attempt to use the code after deactivation will receive an error during checkout.

6. To delete a discount code, hover over the discount code, click Actions, then select Delete.
7. In the dialog box, click Delete discount code to confirm the deletion.

Restore deleted discount codes

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, in the Data Management section, click Objects.
3. On the Objects page, click the Select an object dropdown menu and select Products.
4. At the top, click the Discount codes tab
5. In the upper right of the discount codes table, click Restore discount codes.
   
   
   
6. Select the checkboxes next to the discount codes you want to restore and click Restore in the upper right.
   
   
   
7. In the dialog box, enter the number of discount codes you're restoring, then click Restore.

Next steps

• Learn how to embed payment links on your HubSpot website, marketing email, or an external site, to start accepting payments directly from your content.
• Learn how to manage payments, including issuing refunds, resending receipts, managing disputes, downloading reports of your payments and payouts, exporting payment data, and more.
• Use discount codes in other tools such as reports, segments, and workflows, to analyze discount usage, customize automation, and support the buyers' experience.