Applying and Removing a Code (Coupons, Gifts, Store Credit, and Agents)

Whether you're looking to redeem a gift certificate, apply a discount coupon, use an Agent code, or use a customer's store credit, there's a code for that! With the code in hand, it's easy to redeem it in a Xola back office purchase or during online checkout.


What's covered in this article: 


Setting up the different types of Codes

 Click the link below to find an article on how to set up the different Codes: 

How to apply a Code during a purchase

  1. During back office or online checkout, under the Purchase Summary to the right, locate the Code field.
  2. Click on the dropdown or enter the code you would like to use in the Code field.
  3. Select the Code you would like to use.
  4. Click Apply.

Adding Coupon - back office.png

Note: If multiple codes are applied, it will break out as separate line items in the customer's Payment Summary.

Note: Certain Tags are auto-generated into the Tags & Internal Notes section of the customer purchase. These tags are searchable in the Purchases tab and your exported reports.

Add a Code to an existing Purchase

You've processed a customer purchase, and now they want to apply a coupon, Agent, voucher, or gift code. No worries! Xola will help you easily apply this code and adjust the purchase value.

  1. In the Purchases tab, navigate to the customer purchase.
  2. Below the Payment Summary, click apply code. A window will open, displaying a drop-down menu and the customer's payment summary.
  3. Click the drop-down to view all the coupon and Agent codes for this account, or type in the code to search.
  4. Select the code from the list, or if you've typed it in, hit Enter on your keyboard. The code will be applied and appear in the Payment Summary.
  5. Click Apply.
  6. Click the Return Payment button to finalize this transaction. The code will be recorded in the Payment Summary and in the customer purchase timeline.

Add a code - purchase.gif

How to remove a code from a purchase

Whoops! You may have applied a coupon by mistake or entered the wrong Agent code. In Xola, you can remove a code just as easily as you can add one. Details below!

  1. In the Purchases tab, navigate to the customer purchase.
  2. Under the Purchase Summary, click Modify and select Codes.
  3. Click the trash icon next to the code you would like to remove.  
  4. You will be asked to confirm that you want to remove this coupon. Click Confirm.
  5. The code will be removed from the customer purchase. If it is a coupon code or an Agent code with a discount associated, the price will adjust accordingly.

Remove a code - purchase.gif

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