Create a discount code or automatic saving

Set up a code clients type at checkout, or a saving that comes off by itself, and pause or archive it later.

Who can do this: Staff with the Manage products and tags capability
Where in Oben: /settings/discounts

A saving takes a percent or a dollar amount off at checkout, and the client sees the new price before paying. It only works on products set to accept discount codes.

Steps

Open Settings, then Products & Services, and select Discounts.
Select New saving.
Under How it applies, choose Clients type a code or Applies automatically.
Enter the Code (for a code) or the Name clients see (for an automatic saving).
Under Takes off, choose A percent or A dollar amount, then enter the amount.
Choose Where (Any checkout, Funnels only or Only these funnels), Who (Everyone or New clients only) and When (Any way to pay or "Pay now" only). For Only these funnels, tick the funnels.
Optionally set Starts, Ends, Total uses and Once per person.
Select Create code or Create saving.
Make sure each product it should apply to has Accepts discount codes turned on in Products, under the product's Visibility. It is off until you turn it on.

Good to know

A client gets one saving per purchase. When a code, a welcome offer and an automatic saving could all apply, the largest one does.
Savings apply to one-time options, not memberships.
Each saving shows how many times it was used and the total taken off. A failed or abandoned payment never uses it up.
Select Pause to stop it for now and Resume to restart it. Archive removes it from checkout for good.
The discount shows under the amount in Payments → Transactions and on the client's orders.