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Discount Management

This guide covers creating, managing, and reporting on discount codes in the RapidCert admin dashboard.

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Overview

Discount codes allow you to offer reduced pricing to companies at checkout. Discounts can be a fixed dollar amount or a percentage off, and can be scoped to specific clients, limited by usage count, or set to expire on a given date.

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Who Can Manage Discounts

Navigate to Settings in the sidebar, then select the Discounts tab to access discount management.

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Creating a Discount

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Discount Fields

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Managing Discounts

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List View

The Discounts tab shows all discount codes with their current status, type, usage count, and expiry date. You can:

• Search by code or reason
• Filter by status: Active or Inactive (expired codes appear in the list with an Expired badge but are not a separate filter option)

Discount codes are shown in order of most recently created.

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Editing a Discount

1. Click the Edit icon in the Actions column
2. Make your changes in the modal
3. Click Save Changes

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Deleting a Discount

Click the Delete icon next to a discount to remove it. Deletion is a soft delete — the record is retained for reporting purposes but the code can no longer be applied at checkout.

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Discount Statuses

Discount status is derived from the discount’s active flag and its configured date fields.

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Usage Tracking

Each discount shows a Uses count on the list view. Detailed usage tracking data — including which companies have used a code — is available on the Dashboard. To view discount usage:

1. Navigate to the Dashboard
2. Select the Discounts & Kickbacks tab
3. Use the Discount Codes subtab to see per-code usage, the companies that applied each code, and order values

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Kickback and Affiliate System

If a discount is linked to a consultant or affiliate, RapidCert tracks commission owed and paid.

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How Kickbacks Work

When a discount with a consultant email is applied at checkout, the system records:

• The order value after discount
• The kickback percentage
• The calculated commission amount

Commissions are automatically adjusted if an order is refunded — the kickback amount reflects the net revenue received.

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Marking Consultants as Paid

1. Navigate to the Dashboard
2. Select the Discounts & Kickbacks tab
3. Select the Consultants subtab
4. Find the consultant by email
5. Review outstanding commissions
6. Click Mark as Paid to record payment

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Discount Reports

Discount activity reports are available on the Dashboard under the Discounts & Kickbacks tab. This tab has four subtabs:

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Stripe Integration

When you save a discount in RapidCert, it is automatically synced to Stripe as a coupon with a corresponding promotion code (discounts with a zero value are not synced to Stripe). This means:

• Discounts are enforced at the payment level, not just in the UI
• Stripe processes the reduced amount directly — no manual adjustments needed
• The Stripe promotion code matches the code you set in RapidCert

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Zero-total discounts

When a discount reduces a contractor/supplier’s total to $0, the checkout behaviour depends on whether the discount is synced to Stripe:

• Stripe-synced discounts (percentage or fixed amount discounts that have been synced to Stripe) — the contractor/supplier is still redirected to Stripe Checkout so that Stripe records the promotion redemption and enforces usage limits. No card details are required.
• App-only zero-total discounts (fixed amount discounts not synced to Stripe, such as those with a $0 value) — the evaluation is confirmed immediately without redirecting to Stripe. No card details are required.

This distinction matters when you configure Max Uses or Expiry Date on a discount intended to produce a zero-total checkout. If the discount is Stripe-synced, Stripe enforces those limits. If it is not synced, RapidCert enforces them.

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Immutability After Sync

Once a discount has been synced to Stripe (i.e., a Stripe coupon has been created), the following fields are locked, regardless of whether the discount has been used:

• Max Uses — Stripe tracks redemptions and cannot rewind this value
• Expiry Date — Stripe enforces this server-side; changes would create inconsistency

If you need to effectively change these values, deactivate the existing code and create a new one with the correct settings.

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Next Steps