Finance
Invoices, discount codes and promo links, and repeat-order subscription plans.
Shop → Finance covers invoicing, promotions and recurring orders.
Invoices
The invoice ledger is for wholesale or account customers who are billed rather than paying at checkout.
- Create an invoice — enter the customer, the order(s) to include, and an optional due date.
- Each invoice has a status: Draft, Issued, Overdue, Paid or Void.
- A Draft can be Issued; an Issued or Overdue invoice can have a payment recorded against it (amount, method and an optional reference).
Discount codes
Finance → Discount codes creates promotions.
Set the code and type
Enter a code and choose Fixed amount off (for example £5 off) or Percentage off (for example 10% off), then the value.
Add conditions (optional)
Set a minimum spend, a start and end date, and a maximum number of redemptions.
Choose how it is used
Turn on first-purchase signup offer to get a shareable link that applies the code automatically to a new customer's first order. Leave it off for a code customers type at checkout.
Signup-offer links are what power the "your discount applies itself at payment" experience customers see. See Accounts.
Subscriptions (repeat orders)
Finance → Repeat orders defines recurring plans — for example a weekly meat box. Each plan has a name, description, a cadence (weekly, fortnightly or monthly), a price, and an active switch.
Wholesale
Where enabled, a Wholesale area manages business-to-business accounts — their approval and credit terms (credit limit and payment terms).