Discounts, gift cards and promo codes

Money

Money

Some countries

Discounts, gift cards and promo codes

Give a better price without breaking the books.

The problemDiscounts typed by hand differ from invoice to invoice, and gift cards on paper are easy to lose track of.

The resultReusable discounts, gift cards with a balance and promo codes with limits, all applied to invoices the same way every time.

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Example with sample data. Nothing here is real.

What you can do

  • Save a named discount once and apply it to any invoice line or to a whole invoice
  • Sell a gift card over the counter and print it or email its code
  • Pay an invoice with a gift card and keep the rest of the balance on the card
  • Void a gift card, or reverse a redemption made by mistake
  • Create a promo code with dates, a use limit, a minimum spend and chosen items
  • Apply a promo code to a draft invoice and see its use counted

Who can use it

Owners, Admins, Managers and Accountants can use this.

Available in the countries where Heyva supports it.

Seeing the Discounts page needs the permission to view invoices, and managing presets needs the permission to update them. Gift cards and promo codes live under the loyalty permissions: by default Owners and Admins can view and manage them.

Ask Heyva AI

  • Sell a gift card

  • What is the balance of this gift card code?

  • Create a promo code for spring

Questions

What is the difference between a discount preset and a promo code?
A preset is a named discount your team picks while writing an invoice. A promo code is a code with rules, such as dates, a use limit and a minimum spend, that is applied to a draft invoice and counted every time it is used.
What are multi-purpose and single-purpose gift cards?
A multi-purpose card can pay for anything the business sells, and VAT is charged on the invoice it pays. A single-purpose card buys one named item and VAT is charged when the card is sold.
Is a sold gift card income?
Not yet. The amount is held as a liability until the card pays an invoice. Revenue is recognised when that happens.
Can I use a promo code on a posted invoice?
No. A code applies only to a draft invoice. Heyva also refuses it when it is expired, used up, below its minimum spend, or would stack on a discount it cannot be combined with.
What happens to the unused value on a gift card?
Voiding a card returns the unused value to the buyer; value already spent stays spent. New cards expire after a number of months set in the expiry policy on the Gift cards page, so check what your local law requires.
A gift card was redeemed on the wrong invoice. Can it be undone?
Yes. Reverse the redemption on the card: the value returns to the card and the payment on the invoice is unapplied. Every change is a new line in the card's ledger, and nothing is edited.

In more detail

Workflows can react to these too: selling a gift card, redeeming one and using a promo code are all workflow triggers.

For AI agents

Heyva AI and connected assistants can do this with these tools:

  • heyva_manage_discount_presets
  • heyva_issue_voucher
  • heyva_redeem_voucher
  • heyva_void_voucher
  • heyva_unapply_voucher_redemption
  • heyva_list_vouchers
  • heyva_get_voucher_balance
  • heyva_get_voucher_settings
  • heyva_create_promo_code
  • heyva_apply_promo_code
  • heyva_list_promo_codes

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Last reviewed 31 October 2026