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

Whether you're looking to redeem a gift certificate, apply a discount coupon, use a Partner 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
• How to apply a Code during purcase
• Add a Code to an existing Purchase
• How to remove a code from a purchase

Setting up the different types of Codes

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

• Coupon Codes
• Gift Certificates
• Store Credit
• Partner Codes

How to apply a Code during a purchase

1. During back office or online checkout, select apply code at checkout.
2. Enter the appropriate code when prompted.
3. Click Apply.

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 in your exported reports.

Add a Code to an existing Purchase

You've processed a customer purchase, and now they want to apply a coupon, Partner, 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 Partner 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. You'll see the code applied and appearing 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 Timeline of the customer purchase.

• By selecting or unselecting the Notify box, you can choose whether you would like to send your customer an email updating them that the coupon has been applied and the balance adjusted.
• If you choose not to issue the refund for the difference right away, the purchase will contain a green Refund Excess Payment button.
• If you select the Check or Other payment method, this will not initiate a transfer of funds. For example, if you choose the Check option you must still write the customer a check - Xola will not produce this check.

How to remove a Code from a Reservation

Whoops! Maybe you applied a coupon by mistake or entered the wrong Partner 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. Locate the code that was applied (coupon or Partner) under the Payment Summary.
3. Hover your mouse over the code and click the red X that appears.  
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 a Partner code with a discount associated, the price will adjust accordingly.