Coupons & discounts
Definition
Key benefits
Creating a coupon
Coupon fields
Before building a coupon, here's what each field in the creation form does.
| Field | Description |
| Internal name | Identifies the coupon campaign internally. Not shown to subscribers unless exposed via API or email. Use a descriptive name for easy reference. |
| Code type | Single code — one code reusable multiple times based on redemption settings. Bulk unique codes — a set of one-time-use codes generated in bulk, ideal for personalized offers. See bulk unique codes for details. |
| Coupon code | Supports alphanumeric characters, dashes (-), underscores (_), and plus signs (+). A code can be reused only after the previous coupon using it has expired or reached its redemption limit. |
| Type of discount | Fixed amount, percentage, or free trial. Fixed amount coupons support multi-currency — specify a different amount for each currency you accept. |
| Duration | How long the discount applies after redemption: forever, single use, or limited time (days, weeks, or months). |
| Maximum redemptions | Total number of times the coupon can be redeemed across all accounts. Leave unlimited or set a cap. |
| Redemptions per account | How many times a single account can redeem the coupon — once, unlimited, or a specific number. |
| Redeem by date | Optional expiration date. After this date the coupon can no longer be redeemed. |
| Eligible charges | Which charge types the coupon can discount: recurring charges (plan fees, add-ons, setup fees), one-time charges only, or both. |
| Eligible plans | Which subscription plans qualify for the discount. Defaults to all plans but can be restricted to specific ones. |
| Eligible items | Which catalog items qualify for the discount. Defaults to all items but can be restricted to specific ones. |
| Discount level | Account level — applies across all eligible subscriptions on the account. Subscription level — tied to a specific subscription only. |
| Payment page description | Shown to subscribers when they redeem the coupon on your checkout page, hosted payment page, or via API. Up to 255 characters. |
| Invoice description | Appears in the "Discounts applied" section on the invoice. Not applicable to free trial coupons, which don't provide a monetary discount. |
Step-by-step: create a new coupon
Types of discounts
Percentage discounts
A percentage discount applies the same rate to each eligible charge on the invoice. Percentage discounts never apply to plan setup fees.
Example: A 10% discount on a plan with a $50 setup fee, $15 plan fee, and $7 add-on:
| Charge | Amount | Discounted? | Discount applied |
| Setup fee | $50.00 | No | — |
| Plan fee | $15.00 | Yes | ($1.50) |
| Add-on | $7.00 | Yes | ($0.70) |
| Total discount | ($2.20) — payable: $69.80 |
Fixed amount discounts
A fixed amount discount is distributed across eligible charges starting with the first subscription line item — typically the setup fee. If the discount exceeds total eligible charges, the remaining balance is not returned or carried to future invoices.
One-time charges appear on the invoice before subscription charges but are discounted after them. If the fixed amount discount is less than total subscription charges, one-time charges won't receive any discount.
To target only a setup fee: create a single-use coupon with a fixed amount equal to or less than the setup fee — it will apply there before reaching other charges.
Example: A $20 discount on a plan with a $15 plan fee and $7 add-on:
| Charge | Amount | Discount applied |
| Plan fee | $15.00 | ($15.00) — fully discounted |
| Add-on | $7.00 | ($5.00) — remaining $5 of discount applied |
| Total discount | ($20.00) — payable: $2.00 |
Free trial coupons
Free trial coupons let you offer a custom trial length that differs from your plan's standard trial period. The trial starts on the day the subscription is created. Because free trial coupons don't provide a monetary discount, they don't appear on any invoices.
Discount duration
| Duration | Behavior |
| Forever | The discount applies indefinitely for as long as the subscription is active. |
| Single use | The discount applies to one invoice only. |
| Limited time | The discount applies for a defined period — a specified number of days, weeks, months, or years. All invoices generated within that period receive the discount. Recurly recommends matching the period to the billing cycle of the eligible plans. Note: limited-time coupons expire automatically one hour before the anniversary of their redemption date. |
Applying a coupon
During a purchase
Subscribers can enter a coupon code at checkout via your hosted payment page, your own checkout page using Recurly.js or the API, or the Recurly UI when adding a subscription to an existing account.
- The purchase must include charges eligible for the discount — a coupon for Plan B won't apply during signup for Plan A.
- If the subscription creation fails due to a declined transaction, the coupon won't be applied.
- If only one active coupon is allowed per account, a new coupon replaces any existing one.
- If multiple active coupons are allowed, the new code is added and applied after existing discounts.
- Subscription-level coupons redeemed at subscription creation are automatically tied to that subscription.
- Account-level coupons apply to the new subscription and any future subscriptions on the account.
To pre-populate a coupon code on your hosted payment page, append this URL parameter: ?subscription[coupon_code]=10off
During an upgrade or downgrade
You can apply a coupon when upgrading or downgrading a subscription so the discount applies to the updated invoice. Keep in mind:
- The eligible charges must include the new plan.
- Coupons cannot be applied with "On next renewal" changes.
- A plan, quantity, or price change must be part of the update — the coupon cannot be the only change.
Directly on an account
To discount the next invoice for an existing subscription or a one-time charge, apply the coupon directly to the account via Manage Coupons on the account page in the Recurly UI, or via the API.
Editing and removing coupons
Editing an existing coupon
Go to Configuration > Coupons, select the coupon, and click Edit. The following fields can be modified after a coupon is created:
- Internal name
- Maximum redemptions
- Redeem by date
- Redemptions per account
- Payment page description
- Invoice description (not applicable to free trial coupons)
Removing a coupon from an account
Expiration and restoration
Expiring a coupon early
Go to the coupon's overview page and select Expire early. The coupon expires immediately. Subscribers who have already redeemed it are not affected.
Automatic expiration
Coupons expire automatically when they reach their redeem-by date or maximum redemptions limit.
Reusing a coupon code
Once a coupon expires or reaches its redemption limit, the code becomes available to reuse when creating a new coupon.
Restoring an expired coupon
You can restore an expired coupon to make it redeemable again. If it expired due to reaching its redemption limit or redeem-by date, update those fields before restoring.
Reporting and analysis
Track and analyze coupon performance from the Exports page under Reports.
| Export | What it shows |
| Coupons | All coupons on your site, their rules, and creation or expiration dates. |
| Coupon Redemptions | Who redeemed coupons, when, and how much discount was applied. |
| Invoices – Summary | Which coupons were applied to each invoice (see the coupon_code column). |
| Invoices – Line Items | Which coupons were applied to each line item and the total discount. |
| Invoices – Line Items – Coupons | Specific discounts per coupon per line item. Only visible when Multiple Coupons Per Account is enabled. |
FAQs
What happens with discounts when a plan includes a free trial and a setup fee?
Discounts are not applied to a free trial invoice unless there's a setup fee and the coupon is a fixed amount. In that case, Recurly recommends setting the coupon duration to "Limited time" for one month rather than "Single use." This ensures both the setup fee and the first paid month receive the discount.
How does coupon accounting work in Recurly?
Both percentage and fixed amount coupons are applied to charge line items before tax is calculated. Credits are applied after coupons have already discounted the charges. Coupons apply to the next invoice created after redemption — they can't retroactively adjust an existing invoice. To correct an already-issued invoice, you can issue a partial refund equal to the discount amount, or do a full refund, redeem the coupon, and reissue the invoice. Free trial coupons don't offer a monetary discount and don't appear on any invoices.
Can subscribers have multiple active coupon redemptions on their account?
Yes — you can allow multiple active coupon redemptions per account, which can result in multiple discounts on a single invoice or line item. Settings for this feature are adjusted on the coupon configuration page. See the Multiple Coupons Per Account documentation for details on how stacked discounts are applied.
How do I create a coupon that discounts across several billing cycles?
Set the duration to "Limited time" and configure the period to match your plan's billing cycle. Keep in mind that if the discount is a fixed amount and eligible charges are less than the discount on any given invoice, the remaining balance won't carry forward.
Where can I find coupon redemption data?
Every coupon has a Redemptions table showing all accounts that have redeemed it and the total discount applied. For bulk coupons, a "Not redeemed" table shows all unused unique codes. You can expire unredeemed codes early — expired codes appear at the end of the table.
Updated 5 days ago
