This feature is currently in Beta, meaning it is actively being tested and refined before a full release. It is not available to all organizations. Access is limited to clubs in CourtReserve's Early Access Groups. To request access, contact our Customer Success team via live chat or email.
INTRODUCTION
Feature Summary: This feature provides clear visibility into how promo codes impact transactions, receipts, and refunds. Discounts are transparently displayed at every stage—from the payment record and transaction breakdown to receipts and reporting—ensuring that admins and customers can easily understand how totals are calculated. Refunds are automatically aligned with the discounted amount paid, preventing over-refunding while maintaining accuracy.
Use Cases:
Verify Discounts Applied: Quickly confirm that a promo code was successfully applied to a transaction
Understand Pricing Breakdown: See original fees, discount amounts, and final totals for clarity
Customer Support: Explain charges and discounts to members using detailed transaction and receipt views
Accurate Refunds: Ensure refunds reflect the actual amount paid after discounts
Financial Reporting: Track total discounts alongside gross and net revenue for reconciliation and exports
OVERVIEW
This article explains how promo codes are displayed across transactions, receipts, refunds, and reporting. It helps admins understand how discounts are applied, how totals are calculated, and how promo codes impact what customers pay and what can be refunded.
How Promo Codes Appear on Transaction Details
After a payment with a promo code is processed, the transaction details will reflect the discount in the following ways:
A banner notification on the payment record indicates that a promo code was applied to this transaction.
Each eligible fee will display the original amount alongside the discounted amount, with a hover tooltip showing the discount calculation.
A promo code line item is displayed in the transaction breakdown so the math ties out to the total amount paid.
Navigate to a member’s transactions from their Member Profile → Billing tab → Paid Fees or All Transactions. Click the transaction date to see details.
Promo Codes on Receipts
On the receipt, each fee is listed at its original value with a separate promo code discount line showing the amount deducted, arriving at the actual amount paid.
Refunds on Promo Code Transactions
When refunding a fee that had a promo code applied, the refund is limited to the amount actually paid — not the original pre-discount fee amount. A banner on the refund screen will indicate that a promo code was applied and that the refundable amount reflects the discounted price. Admins cannot refund more than the amount actually paid, but can refund a lesser amount if needed.
Example:
A lesson fee is $100, and the customer applies a $20 promo code, bringing the total paid to $80.
If you issue a full refund, the maximum refundable amount is $80 (the amount actually paid)
You cannot refund $100, since the $20 discount was never collected
You can choose to refund less than $80 (e.g., a partial refund of $40) if needed
A banner on the refund screen will indicate that a promo code was applied and that the refundable amount reflects the discounted total.
Promo Codes on the Transaction List
Promo Codes on the Transaction List
The Transaction List (Transactions > Transaction List) displays promo code discounts in a dedicated Discount column, alongside the original subtotal and net total. When a promo code is applied to a transaction, two rows appear:
Fee row - Displays the original subtotal, the discount amount, and the resulting total. Click the magnifying glass icon on this row to open the Fee Adjustment History panel, which provides a full audit record of the adjustment including the code details, discount amount, and the user who applied it.
Payment row - Displays the actual amount paid by the member. A promo code icon appears next to the amount to indicate that a promo code was applied to the transaction.
Note: The Discount column may be hidden by default. To enable it, click the three-dot menu at the top of the transaction list, select Columns, and toggle the Discount column on.
