pawpaw

apply an otter promo code to an invoice

for invoices that should carry a discount — a flash sale, a thank-you, a referral perk. type the code on the new-invoice form and otter validates it and applies the discount line.

3 steps~2 min
  1. 1

    build the invoice

    add line items as usual. above the totals row is a "promo code" input.

  2. 2

    type the code

    otter validates it in real time — checks if it's active, unexpired, eligible for this customer (first-time-only / segment-tagged), and qualifies on subtotal. if valid, the discount drops in as a line.

  3. 3

    save and send

    the customer's invoice and email show the discount line; the redemption is logged in otter the moment the customer pays.

    tip

    auto-apply promos don't need a code typed — they apply themselves on every eligible invoice. only manual codes need this step.

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