# Coupon Creation

Staff use this option to create coupons with restrictions based on invoice criteria. Coupons can be configured to apply only to invoices that meet a specified amount threshold or be made available for all invoices, providing flexibility in promotion management while ensuring controlled discount distribution.

***

### Steps to Create a Coupon

* Open the **Coupon Master** **(Home > Admin > Discounts > Coupon Master)** screen, and click **ADD** to open the **Add Coupon** pop-up screen.

  <figure><img src="/files/N3hlssQBM8msAJsRZOsS" alt=""><figcaption></figcaption></figure>
* Fill the details in the **Add Coupon** pop-up

  <figure><img src="/files/FhQePkLPhWmbiCSLaJTa" alt=""><figcaption></figcaption></figure>

  * Enter the coupon code in the **Coupon Code** field. Once the data is entered, the **Coupon Reference Number Sequence** will be automatically populated with a reference number.
  * Enter a descriptive title in the **Coupon Title** field
  * Select the **Discount Type** as either **Amount** or **Percentage**. If you choose **Percentage**, the **Max Limit** field will be enabled. Enter the discount percentage in the **Discount** field and the maximum allowable amount in the **Max Limit** field.
  * Specify the coupon's validity period in days in the **Validity Period (In Days)** field.
  * **Set Invoice-Based Conditions:** Define the minimum invoice amount a patient must reach to earn the coupon in the **Min. Invoice Amount to Earn the Coupon** field and the minimum amount required to redeem it in the **Min. Invoice Amount to Apply the Discount** field. Enable the **Validate the Amount Before VAT** switch if the invoice amount should be validated before VAT is applied.\
    \&#xNAN;***Note:** To create a general coupon, these fields can be left blank.*
  * Specify the maximum number of times the coupon can be issued in the **Coupon Count Limit** field.
  * Select the **Effective Date** and **Expiry Date** using the date pickers to define the period during which the coupon remains valid.
  * Enter any additional notes about the coupon in **Remarks** field.
  * Click **SAVE** to save the coupon details.

    <figure><img src="/files/nvEFCgZhdnFWMPhGxEVv" alt=""><figcaption></figcaption></figure>

***


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://unitecare.gitbook.io/uniteemr/master-modules/discounts/coupon-master/coupon-creation.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.