Use promotion codes and manage company discounts

Redeem a code for your company

1. 01When creating a company, enter the optional promotion code where offered and check the terms before confirming. An invalid or ineligible code must be corrected or removed before setup can finish.
2. 02For an existing company, a company owner or billing administrator opens Billing → Promotion code and enters a code eligible for existing companies.
3. 03Review the applied or reserved discount in Billing. A code for new companies only cannot be redeemed later on an existing company.

Understand deadlines, duration and limits

• Discounts can be a percentage or a fixed USD amount, for one invoice, a defined number of months, or ongoing.
• The discount period starts when the company first becomes paid. Time on the first-five-users-free allowance, card setup and pending invitations do not start that period.
• Redeem by is the deadline to claim the campaign, not the end of an already reserved discount. Campaign expiry or disablement does not cancel a previously reserved benefit.
• Redemption limits include free companies that reserved a code. Removing a discount does not refund a use, and the company cannot reuse a previously redeemed code.

Create and assign promotions as a platform administrator

1. 01Open Administration and its Platform billing area → Promotion codes. Company or team admin status alone does not grant platform promotion access.
2. 02Enter a code or leave it blank to generate one. Choose the discount type and amount, duration, redemption deadline, limit and eligibility, then create the promotion.
3. 03Use the campaign ledger to review terms and usage, copy a code or disable new redemptions. Commercial terms cannot be edited after creation; make a new campaign instead.
4. 04Under Company assignment, choose a company and an eligible promotion. Review and confirm applying, replacing or removing a benefit.

Check attribution, savings and zero-dollar invoices

1. 01In Company subscriptions, review the company discount, its code and status, benefit dates where available, base amount, savings and discounted total.
2. 02Use the campaign ledger and company redemption history to distinguish companies that ever used a code from companies currently assigned to it. Replacement or removal does not erase the historical redemption.
3. 03Distinguish a one-invoice discount from a recurring monthly estimate. A hypothetical quote is not a promise to reuse an already consumed one-time benefit.
4. 04Review finalized invoice history even when the total is $0. A fully discounted paid subscription can still have an invoice and required billing notice; a free account or card setup alone does not create a paid invoice.