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Create a percentage discount for forms and invoices

Choose a percentage reduction and allow both supported redemption surfaces.

33 sec · Admin · Recorded September 10, 2026

What happens, step by step

1. 1 Start on the admin Dashboard; click Billing.
2. 2 Open Discounts → Create New.
3. 3 Enter a name and redemption code.
4. 4 Choose Enrollment forms and recipient invoices.
5. 5 Select Percentage, enter the value, and save.

Frequently asked questions

Can the same code be offered on enrollment forms and invoices?

Yes. Choose Enrollment forms and recipient invoices. Each redemption must still meet the code’s expiry, usage and eligibility rules.

Want to try it yourself? Start free, or read the help centre.