Core Concepts

Coupons

Understanding discounts and promotional codes in Gilbert

Coupons let you offer discounts to your customers. Create percentage or fixed-amount coupons with flexible redemption rules and apply them to subscriptions. Discounts appear automatically as line items on invoices.

Discount Types

Gilbert supports two types of discounts:

Percentage

A percentage discount reduces the subscription total by a given percentage (0.01% to 100%). Percentage coupons work with any currency.

Fixed Amount

A fixed-amount discount subtracts a specific monetary amount from the subscription total. Fixed-amount coupons are tied to a specific currency and can only be applied to subscriptions in that currency.

Fixed-amount coupons must match the subscription's currency. A €5 coupon cannot be applied to a USD subscription.

Duration

Duration controls how long a coupon's discount applies once it's been added to a subscription:

DurationBehavior
OnceApplied to a single billing period, then automatically removed.
RepeatingApplied for a set number of billing periods. Remaining periods are tracked and decremented each cycle.
ForeverApplied indefinitely until manually removed.
For repeating coupons, the remaining periods count is decremented at each billing cycle. Once it reaches zero, the coupon is automatically removed from the subscription.

Creating Coupons

  1. Navigate to Coupons in the sidebar
  2. Click New Coupon
  3. Fill in the coupon details:
    • Code — A unique identifier (max 50 characters)
    • Discount type — Percentage or fixed amount
    • Discount value — The percentage or monetary amount
    • Currency — Required for fixed-amount coupons
    • Duration — Once, repeating, or forever
    • Periods — Number of billing periods (repeating only)
  4. Optionally configure redemption rules and scope
  5. Click Create

Redemption Rules

Control how and when a coupon can be used:

RuleDescription
Expiration dateCoupon becomes invalid after this date. New applications are rejected.
Max redemptionsTotal number of times the coupon can be applied across all customers.
Max per customerNumber of times a single customer can use the coupon.
Use max-per-customer limits to prevent a single customer from applying the same coupon to multiple subscriptions.

Stackability

The stackable flag controls whether a coupon can be combined with other coupons on the same subscription:

  • Stackable — Can coexist with other coupons (stackable or not)
  • Non-stackable — Must be the only coupon on the subscription
If a subscription already has a non-stackable coupon, no additional coupons can be applied. Likewise, a non-stackable coupon cannot be added to a subscription that already has any coupons.

Scoping

Coupons can be scoped to specific plans or products:

  • Plan scope — Only applies to subscriptions using one of the specified plans
  • Product scope — Discount only applies to line items for the specified products

When no scope is set, the coupon applies to the entire subscription.

Applying Coupons

Coupons can be applied to subscriptions in Draft, Trialing, or Active status.

During Creation

Add coupons while creating a new subscription. The invoice preview updates to show the discounted total.

To Existing Subscriptions

  1. Open the subscription
  2. Find the Coupons section
  3. Click Apply Coupon
  4. Search for and select the coupon
  5. The discount takes effect on the next invoice

Validation

Gilbert validates the following before applying a coupon:

  • Coupon is active (not archived or expired)
  • Redemption limits are not exceeded
  • Currency matches (for fixed-amount coupons)
  • Plan/product scope matches the subscription
  • Stackability rules are satisfied

Removing Coupons

To remove a coupon from a subscription:

  1. Open the subscription
  2. Find the coupon in the Coupons section
  3. Click Remove

The discount stops applying from the next billing period.

How Discounts Appear on Invoices

When a subscription with coupons is invoiced, each coupon generates a discount line item with a negative amount:

ProductUnit PriceQtyTotal
Pro Plan€100.001€100.00
Discount: SUMMER20 (-20.00%)€-20.001€-20.00
Net amount€80.00
Tax rate (21%)
€16.80
Total€96.80

When multiple coupons are applied, they are calculated sequentially. Discounts are capped so the invoice total never goes negative.

Coupon Statuses

StatusDescription
ActiveCan be applied to subscriptions.
ArchivedNo longer available for new applications. Existing subscriptions keep the discount.

Archiving

To archive a coupon:

  1. Open the coupon
  2. Click Archive
  3. Confirm

Archived coupons remain on existing subscriptions but cannot be applied to new ones. Archiving cannot be undone.

Best Practices

Use Clear Codes

Choose descriptive coupon codes that are easy to identify, such as SUMMER2026 or LAUNCH20PCT.

Set Redemption Limits

Always set max redemptions or expiration dates to prevent unbounded discount usage.

Use Product Scoping for Targeted Discounts

When running a promotion on a specific product, use product scoping rather than applying a blanket discount.

  • Subscriptions — Where coupons are applied
  • Invoices — Where discounts appear as line items
  • Products — Used for product-scoped coupons
  • Plans — Used for plan-scoped coupons