Create and use discount codes and taxes

Discount codes

In addition to creating payment links with unit discounts and one-time order discounts, you can also create discount codes that customers can use across your payment links. Discount codes can be either dollar-based or percentage-based, and can be deactivated at any time. After creating a discount code, you'll then decide which payment links to enable to use discount codes. Learn more about the types of discounts you can offer and how they impact payments.

For example, if you're having a seasonal sale, you could create a WINTER2022 discount code. You'll then create or update existing payment links to enable discount code usage, and deactivate the code once the sale ends.

Below, learn how to create and use discount codes for payment links.

Before you get started

Note the following before getting started creating discount codes:

• You can enable discount codes for payment links that include unit discounts, but not for payment links that include a one-time discount.
• Customers will not be able to enter a discount code on payment links that are embedded using the embed code.
• It is not possible to apply 100% discounts.

Create a discount code

To create a discount code:

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects > Products.
• Click the Discount codes tab.
• Click Create discount code.
• In the right sidebar, configure the discount code. These settings can be updated at any time:
  • Name: the internal name for the discount code.
  • Discount code type: use the dropdown menu to select either Fixed amount or Percentage.
    • Currency: if your account is set up to use multiple currencies, choose the currency for the discount code.
  • Value: the discount amount.
  • Code: the code that the customer will use at checkout.
  • Code status: whether the discount code is active or inactive. An inactive discount code cannot be applied at checkout. 
• Click Save.

Enable payment links to use discount codes

By default, payment links are not enabled to use discount codes. To enable a payment link to allow customers to use discount codes:

• In your HubSpot account, navigate to Sales > Payments > Payment Links.
• To update an existing payment link, click the name of the payment link. Or, create a new payment link.
• On the Settings screen, under the Checkout section, click to toggle the Discount codes switch on.
  
  
• Continue configuring your payment link, then click Next.
• On the preview screen, note the + Add discount code now available on the buyer checkout page.
  
  
• Click Create.

Manage discount codes

To update or delete a discount code:

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects > Products.
• Click the Discount codes tab.
• To update a discount code, such as deactivating it, click the name of the code, then update its details in the right sidebar.

Please note: discount code deactivation is immediate, meaning any customers who try to checkout with that code after deactivation will receive an error during checkout.

• To delete a discount code, hover over the discount code, then click Actions, then select Delete.
• To restore deleted discount codes:
  • In the upper right, click Restore discount codes.
    
    
     
  • Select the checkboxes next to the discount codes you want to restore and click Restore in the upper right.
    
    

• • Confirm the restoration by enter the number of discount codes to restore, then click Restore.

Taxes

In addition to adding one-time taxes to a quote, invoice, or payment link subtotal, you can add taxes to each product or service you sell by adding tax rates to your line items across quotes, deals, payment links, invoices, and subscriptions.

Add multiple taxes to your tax library so you can make sure users have access to the taxes they need, and customers are quoted and billed correctly.

Add a tax rate to the tax library

Before you can start using tax rates on your line items, you need to set them up in the tax rate library. Tax rates added to the library will be available to all users. Before adding, make sure you have Super Admin permissions.

To add tax rates to the tax library:

Please note: taxes can’t be edited or deleted once created, but you can add multiple taxes to the tax library.

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar, navigate to Objects > Products.
• Click the Tax rates tab.
• Click Create a tax rate.
• Enter the internal name, name, and rate.
• Click the Tax rate status dropdown menu and select Active or Inactive. Inactive taxes won't display to users when they are selecting a tax rate. Existing quotes, deals, payment links, invoices, and subscriptions will keep any archived tax rates.
• Click Save.

You can repeat the steps to add further taxes if needed.

Add tax to a line item

To add tax to a line item:

• Navigate to your quote, deal, payment link, invoice, or subscription.
• Click Select from product library or Create custom line item to add a line item.
• If the columns Tax rate and Tax amount aren’t displayed in the line item table, click Edit columns.
• Search or scroll through the properties and select the Tax rate and Tax amount checkboxes. You can re-order the columns by clicking the dragHandle drag handle next to the property you want to move in the right panel, and dragging it up or down to the position sought.

• Click Save.

• Click the Tax rate dropdown menu and select the tax rate you want to use for the line item.
• The Tax amount will update automatically.
• Under Summary, the one-time line item tax amount will be shown under Subtotal. Click the arrow next to Line item taxes applied to see the total amount applied.

• If adding a tax rate to a recurring line item, the tax amount will apply to the payment due now, and future payments, and will be displayed under Summary. Click the arrow next to Line item taxes applied to see the recurring line item tax.

You can use the Tax amount property in other tools such as lists, reporting, and workflows.