Offers, discount codes and refunds for Order and Pay

Automatic offers and codes

An Automatic offer comes off by itself at checkout when the basket qualifies, and shows on the customer Offers tab. A Needs a code offer stays secret until the customer types the code, such as FISHFRI, so you can share it with a regular or put it in a mailing. Gift vouchers are separate and can be used as payment too.

Make an offer

1. Press Offers and codes in the left hand menu. It shows once ordering is switched on. Press New offer.
2. Type a Title like Fish Friday. Under "How it works" pick Automatic or Needs a code, and type the Code if needed. A short message for customers is optional.
3. Pick Percentage off, Pounds off, or Money off one item (leave blank to make it free). You can limit it to one section or one item, and set a minimum spend.
4. Leave "When" blank for always, or pick order types, days, a from and until time, a start and end date, and "Stop after this many uses".
5. Make sure Switched on is ticked and press Save. You can Pause, Resume, Edit or Delete it from the list, which also shows how many times it has been used.

How to refund an order

1. Press Orders in the left hand menu and open the order by pressing Open.
2. Find the Refund box. It shows the most you can refund.
3. Leave the amount blank to refund the lot, or type a smaller amount, like 5.00.
4. Type why, for example "item sold out", and press Refund.

The money goes back to the customer the same way they paid, from your own account. You can do several part refunds. Only the owner login sees the Refund box. Orders paid by gift voucher cannot be refunded here, so put the money back on the voucher under Gift vouchers.

Cancelling an order does not send money back. Refund first, then cancel with a note if you want it off the screens.

Watch it instead

Prefer to see it done? There is a short video of this on the video guides page. More on the same topic: end of day and past orders, connecting payments.