# Checkout

The **Checkout** tab lets you control how students complete their purchases on your platform. You can enable guest checkout, allow account registration during checkout, and more. Options here help you customize the buying experience to match your workflow and improve conversion.

<figure><img src="/files/SDrCj4p50vk2NyaMeowQ" alt=""><figcaption><p>WP Dashboard > MasterStudy > Settings > eCommerce > Checkout</p></figcaption></figure>

* **Select eCommerce Engine** - here you can choose the eCommerce engine to manage payments.&#x20;
  * **Native** - uses MasterStudy’s [**built-in payment methods**](/masterstudy-lms/lms-settings/ecommerce/payment-methods.md) in checkout
  * **WooCommerce** - option requires an active [**WooCommerce**](/masterstudy-lms/woocommerce/woocommerce-integration.md) plugin on your website. It uses WooCommerce to manage orders and sales. Payment methods, Cart and Checkout pages, and other related settings should be [configured](/masterstudy-lms/woocommerce/woocommerce-integration.md) in WooCommerce.
    * **Display courses on WooCommerce shop page** - enables you to display the courses on your website on the WooCommerce shop page.&#x20;

{% hint style="info" %}
If **WooCommerce Checkout** is being used to sell courses, the[ **native payment methods of MasterStudy**](/masterstudy-lms/lms-settings/ecommerce/payment-methods.md) will be **deactivated automatically.** You have to set up payment methods from the[ **WooCommerce settings.**](/masterstudy-lms/woocommerce/woocommerce-integration.md#woocommerce-payments)
{% endhint %}

* **Guest checkout -** when this option is enabled, users can place orders without being logged in to your website, and it is required to create an account on the checkout page. *If WooCommerce Checkout is enabled, it is required to enable Guest Checkout in* [***WooCommerce Settings***](/masterstudy-lms/woocommerce/woocommerce-integration.md#guest-checkout) *as well.* &#x20;
* **Redirect to checkout after adding to cart**<mark style="color:red;">**\***</mark> - when this option is enabled, students who click the <kbd>Get Course</kbd> button on a course page will be redirected straight to the checkout page instead of the cart page. It's advantageous if you want to offer a faster, more direct enrollment flow.
* **Enable Coupon Codes** - adds a functionality to give discounts for courses, course categories, bundles, and memberships using coupon codes. The feature is not available when WooCommerce is active; it works only with MasterStudy's native payment methods. [*Learn more...*](#coupons)
* **Checkout Fields** - in this section, you can manage which fields should be displayed and filled by the user on the Personal Information section of the Checkout page:
  * **Country**<mark style="color:red;">**\*\***</mark> - Enable this option to collect the country of your customers during checkout. This option will always be enabled when taxes are enabled.
  * **Post Code**<mark style="color:red;">**\*\***</mark> - Enable this option to collect the post code of your customers during checkout. This option will always be enabled when taxes are enabled.
  * **State**<mark style="color:red;">**\*\***</mark> - Enable this option to collect the state of your customers during checkout. This option will always be enabled when taxes are enabled.
  * **Town/City**<mark style="color:red;">**\*\***</mark> - Enable this option to collect the city of your customers during checkout. This option will always be enabled when taxes are enabled.
  * **Company Name** - Enable this option to collect the company name of your customers during checkout.
  * **Phone Number** - Enable this option to collect the phone number of your customers during checkout.

<figure><img src="/files/nNR81RKpcy9IuinhKuIJ" alt=""><figcaption><p>Checkout page with highlighted Checkout Fields</p></figcaption></figure>

***

<mark style="color:red;">**\***</mark>*the feature does not function when WooCommerce Checkout is enabled.*\ <mark style="color:red;">**\*\***</mark>*these fields can not be disabled when* [*Taxes*](/masterstudy-lms/lms-settings/ecommerce/taxes.md) *are active*

## Coupons

**Coupons** in MasterStudy LMS allow administrators to create discount codes that students can apply during checkout to reduce the purchase price of courses, bundles, or memberships. Coupons can be configured with flexible rules, including discount type, usage limits, validity dates, minimum purchase requirements, and product restrictions. This feature helps run promotions, reward loyal students, and manage limited-time offers while maintaining full control over how and when discounts are applied.

{% hint style="warning" %}
Coupons feature works only with [**native** ](/masterstudy-lms/lms-settings/ecommerce/payment-methods.md)MasterStudy payment methods. If you are using WooCommerce, you have to use [WooCommerce's coupon system](https://woocommerce.com/document/coupon-management/) instead.
{% endhint %}

### How to Create Coupons

First, make sure that you have enabled coupons from [plugin settings](#user-content-fn-1)[^1].&#x20;

{% stepper %}
{% step %}
Follow **WP Admin > MasterStudy > Coupons**. All coupons on your website will be displayed here. Click on the <kbd>+ Add New</kbd> button:

<figure><img src="/files/9rhiB6QbiFmOLihhFfqh" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
A sidebar will open on the right side, start to fill them one by one:

<figure><img src="/files/h4rZzRRhf2bh59lzVGGu" alt=""><figcaption></figcaption></figure>

* **Title -** Internal name of the coupon used only for administrative purposes. This title is not visible to students during checkout.
* **Coupon Code -** The code that students enter on the checkout page to apply the discount. You can manually enter a custom code or generate one automatically.
* <kbd>Generate</kbd> **-** Automatically creates a random coupon code to ensure uniqueness and avoid conflicts with existing coupons.
* **Discount Type -** Defines how the discount is calculated. Choose whether the coupon applies a percentage-based discount or a fixed amount discount.
* **Discount Value (%/$) -** Specifies the discount amount based on the selected discount type. For percentage discounts, this value represents the percentage off. For fixed discounts, it represents the currency amount deducted from the total price.
* **Apply Coupon to -** Determines which items the coupon can be used for. You can apply the coupon to all courses, bundles, and memberships or restrict it to specific content types.
* **Status -** Controls whether the coupon is active or inactive. Only active coupons can be applied during checkout.
* **Start Date -** Sets the date when the coupon becomes available for use. The coupon cannot be applied before this date.
* **Start Time -** Defines the exact time when the coupon becomes active on the selected start date.
* **Set End Date -** Enables an expiration date for the coupon. Once the end date and time are reached, the coupon will no longer be valid.
  * **End Date -** Sets the date when the coupon becomes unavailable for use. The coupon cannot be applied after this date.
  * **End Time -** Defines the exact time when the coupon becomes inactive on the selected end date.
    {% endstep %}

{% step %}
If you want to give a discount to only specific courses/bundles/membership plans, select the *Specific courses/bundles/membership* option for the **Apply Coupon to** field and choose the necessary items:

<figure><img src="/files/Aj3hO4VCaR4jkdv4jlNL" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
In the next part of the coupons addition, you can set usage limits and minimum purchase requirements:

<figure><img src="/files/47MuC1SGzcYR1SHPF9xo" alt=""><figcaption></figcaption></figure>

* **Total Usage Limit -** Sets the maximum number of times this coupon can be used across all users. Once the limit is reached, the coupon becomes invalid and cannot be applied anymore.
* **Usage Limit Per User -** Defines how many times a single user can apply this coupon. When a user reaches this limit, the coupon will no longer be available for that user.
* **No Minimum Requirement -** Allows the coupon to be applied regardless of the order total or number of items in the cart.
* **Minimum Order Amount ($) -** Requires the cart total to reach at least the specified amount before the coupon can be applied. If the order total is lower, the coupon will be rejected.
* **Minimum Items Quantity -** Requires a minimum number of courses or items in the cart for the coupon to be valid. The coupon cannot be applied unless this quantity requirement is met.
  {% endstep %}

{% step %}
Check the coupon summary at the end one more time. If everything is OK, you can click the Create button to finish adding a new coupon:

<figure><img src="/files/9fRP30qKEYVt4if4q3CM" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

### How to Manage (Edit/Delete) Coupons?

By following the **WP Dashboard > MasterStudy > Coupons,** you can see all the coupons on your website:

<figure><img src="/files/pFBCaYWSihyx6AwBFgBi" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
You can use sorting and filtering options to find the coupons you need easily. Also, you can filter the coupons by date.
{% endhint %}

#### Modify Coupons

On the same page, click on the Edit button, and all the available coupon settings will be opened in a sidebar:

<figure><img src="/files/9JWTDdXUPPxhUxCZqk6I" alt=""><figcaption></figcaption></figure>

#### Delete Coupons

On the same page, select the coupons using the checkboxes in the first column, then choose the **Delete** from **Bulk actions:**

<figure><img src="/files/OMcybXqoNrF2gKhxCDfD" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Using the Bulk Actions, you can change the status of multiple coupons at once.
{% endhint %}

### Order History with Applied Coupons

In the uses column, you can see the number of uses of the successfully applied coupons during checkout

<figure><img src="/files/MZiz2vLpINC9eaK7txIR" alt=""><figcaption></figcaption></figure>

For example: <mark style="color:purple;">**11**</mark>/<mark style="color:green;">**25**</mark>&#x20;

* <mark style="color:purple;">**11 -**</mark> number of successfully applied coupons in orders. Pending orders will not be counted.
* <mark style="color:green;">**25 -**</mark> [total usage limit](#user-content-fn-2)[^2] of the coupon.&#x20;

If there is no total usage limit for the coupon, the number of uses will be displayed only:

<figure><img src="/files/UY5bogCrGa9TKEhp5Lcy" alt=""><figcaption></figcaption></figure>

By clicking the number of uses, in a new tab, all the orders to which this coupon has been applied will be displayed (including pending and cancelled orders):

<figure><img src="/files/u64nYQDUQ42QDx2tMjiI" alt=""><figcaption></figcaption></figure>

Here is the result:

<figure><img src="/files/507J2q6HzCro2gZ21eIw" alt=""><figcaption></figcaption></figure>

### How to Apply Coupons in Checkout?

{% stepper %}
{% step %}
In the checkout, click on the *Have a coupon code?*:

<figure><img src="/files/N6AQ4sO9JoNyu7aNjhy2" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Enter the coupon and click on the <kbd>Apply</kbd> button:

<figure><img src="/files/x0xHFp2J83Wh1scOrc53" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
You can see the applied coupon and the discounted amount:

<figure><img src="/files/lV3pMbULYqdCLEQb9Ymx" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

If the coupon is not active, expired, does not include your item(s) in your cart, does not meet the minimum requirements, reached the maximum number of uses, or not started yet, the user will get an error with a clear reason of rejection:

<figure><img src="/files/gw6fitBdxGT2NrXfIgjU" alt=""><figcaption></figcaption></figure>

[^1]: WP Dashboard > MasterStudy > Settings > eCommerce > Enable Coupons

[^2]:


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