Plans supporting this feature: Growth Scale
Overview
You can give new customers a percentage discount on their first invoices by combining a discount with a coupon. Customers enter the coupon code themselves at signup or in self-service, and the discount is applied automatically for a fixed number of billing periods. The coupon code itself can stay active indefinitely, so you don't need to recreate it or set a renewal reminder.
Limitations
Discounts are not stackable — if a customer already qualifies for another active discount on the same product, only the higher one is applied.
Step 1: Create the discount
Go to Configurations → Product catalogue → Discounts and click Add discount.
Name
Enter an internal name, e.g. "50% off first 3 months".Percentage
Set the discount to 50%.Targets
Select the plan(s), plan variants, or components the discount should apply to.Duration
Set to Fixed Period and enter 3. This limits the discount to the first 3 months, regardless of how long the coupon itself stays active.Click Create to create the discount.
When the discount is saved, it appears in the discounts list and is ready to link to a coupon.
Step 2: Create the coupon
Go to Configurations → Product catalogue → Coupons and click Add coupon.
Name and Handle
Enter a name; the handle is generated automatically and can be edited.Discount
Select the discount you created in Step 1.Availability
Choose whether the coupon applies to all plans or only selected ones.Validity
Select Anytime. This is what makes the code redeemable indefinitely — the discount's own 3-month duration still limits how long each individual customer keeps the discount.Redemptions
Select Unlimited if any number of customers should be able to use the same code.Redemption settings
Choose Once per customer to prevent the same customer reusing the code on a second subscription, or another option depending on your use case.Coupon code
Enter the code you want to communicate to customers, e.g. WELCOME50.Click Create to save the coupon.
When the coupon is created, a confirmation pop-up appears and the code becomes active immediately, provided Enabled is checked.
Step 3: Activate the coupon field at checkout
The coupon gield is activated by default. If you have set custom settings for field configurations, check if the coupon field is active.
Go to Configurations → Customer Self-Service → Hosted pages products.
Edit the product.
Under Field configuration, look for Coupons and use the drop-down to activate it.
Click Save to apply the change.
Note
If you're validating the coupon code through your own checkout instead of the hosted signup page, use the Validate Coupon Code API call to check whether a code is valid before submitting the order.
FAQ
Does the coupon code expire?
No, not if Validity is set to Anytime The code stays active until you manually disable or delete the coupon.
What happens after the discount expires?
The discount ends automatically and the customer is billed the standard price from the next invoice onward. No further action is required.
Can I limit how many customers use the code?
Yes. Set Redemptions to Limited and enter a maximum number, instead of Unlimited.
Can the same customer use the code twice?
Only if you allow it. Set Redemption settings to Once per customer to prevent this, or Once per subscription/Once per plan if the customer may hold multiple subscriptions.
What if I want a discount the customer keeps forever?
Set the discount’s Duration to Unlimited instead of Fixed Period. The coupon setup stays the same.