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Apply a Promo Code & Request a Refund

Redeem a promo code from the billing page, and understand how refunds work. Self-serve for stray payments, and how to reach support for the rest.

Tutorials
Billing & Credits
min read
5 min
steps
6 · Beginner

  1. Two different things

    Promo codes are instant and self-serve. Refunds are handled case-by-case: mostly through support, with one narrow self-serve exception. Set your expectations up front so you're not hunting for a button that isn't there.

  2. Apply a promo code

    Go to Billing → Overview, find the Promo code field, enter your code, and click Apply. On success the discount attaches straight to your subscription.

    Apply a promo code

  3. Confirm the promo applied

    The Promo code field disappears once a promo is active. The discount percentage and expiry show on your plan. Only one promo code can be active at a time.

  4. How refunds work

    There's no one-click “refund” button for a normal charge. Most refunds go through support, who review and process them with the payment provider.

  5. Self-serve refund for a stray (orphaned) payment

    If an admin sees a payment marked Orphaned in Billing → Payments (a charge that didn't map to a subscription or credits) a Request Refund button is available. Clicking it files a request; your admin then processes the refund manually in the payment provider portal. This only applies to orphaned charges, not regular ones.

  6. Contact support for everything else

    For a normal subscription or top-up refund, reach out to FirstSales support with your organization name and the payment date and amount.

Pro tips

  • Only one promo code at a time

    The Promo code field hides once one is applied: you can't stack a second code on top.

  • Request Refund only shows for admins on orphaned payments

    If you don't see the button, that payment isn't self-refundable: contact support instead.

  • An orphaned refund request isn't instant

    It flags the payment for an admin to process manually in the provider portal, not an automatic reversal.

  • Keep the payment date and amount handy

    When contacting support about a refund, having the exact date and amount speeds up matching the charge.

Frequently asked questions

How do I redeem a promo code?

Go to Billing → Overview, enter the code in the Promo code field, and click Apply.

Why is the promo field gone?

You already have an active promo: only one can be active at a time.

Can I refund my subscription myself?

No: there's no general self-serve refund for regular charges. Contact support.

What is the Request Refund button I see on a payment?

It's admin-only and only appears on orphaned payments. It files a request that an admin then processes manually.

What's an orphaned payment?

A charge that didn't map to a subscription or credits: the one case with a self-serve refund request.

Where do I see refund status?

In Billing → Payments: badges show Refund Requested or Refunded.

Can a non-admin request a refund?

No: the control is admin-only. Ask an org admin, or contact support directly.

Does a promo code stack with a plan discount?

Not something we can confirm here: for stacking edge cases, contact support rather than assuming.

Billing & Credits

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Install with AI

Your coding agent sets up the FirstSales CLI and skills for you.

Prompt for Claude Code

I'm setting up FirstSales (https://firstsales.io), an AI outbound sales platform: campaigns, contacts, a reply inbox, deliverability and lead signals. Help me get my workspace sending real, good emails end to end, from Claude Code.

Read these first so you know how FirstSales works:
- Developer docs and API: https://developer.firstsales.io
- CLI: https://www.npmjs.com/package/@firstsales.io/cli
- Skills for coding agents: https://github.com/firstsalesio/firstsales-skills (read README.md and GUIDE.md)

Setup
1. Install the CLI: npm install -g @firstsales.io/cli
2. Install the FirstSales skills:
   claude plugin marketplace add firstsalesio/firstsales-skills
   claude plugin install firstsales@firstsales
3. Ask me if I already have a FirstSales account. If not, send me to https://app.firstsales.io to sign up.
4. Ask me to create an API key under Settings → API → API Keys, with only the scopes we need.
   Never ask me to paste the key into this chat. Tell me to run this in my own terminal, so the key stays hidden:
   read -rs FS_KEY && firstsales auth login --api-key "$FS_KEY"; unset FS_KEY
5. Run `firstsales whoami` and tell me which workspace and organisation we are connected to.

Then ask me about my business: what I sell, who I sell to (roles, company size, countries), my best customers, and what I use today for outbound (tools, lists, mailboxes). Walk me through:
1. Teaching FirstSales my business: website, offer, proof points and case studies in the knowledge base, so the AI writes like someone who knows the product.
2. Connecting my sending mailboxes and checking my sending domain: SPF, DKIM, DMARC and warm-up. If anything is unhealthy, tell me the exact DNS record to add.
3. Bringing in contacts: import my CSV or CRM export into a clean list, remove duplicates and bad emails, and block domains I must never email (customers, competitors, my own).
4. Building my first campaign: the right list, senders, steps and timing. Write the sequence with me, show me the drafts, and do not launch until I say yes.
5. Setting up Signals if it fits: find people engaging with LinkedIn posts about topics my buyers care about, and turn them into leads.
6. Inviting my team and giving each person the right access.

Once campaigns run, show me how to work the reply inbox from here: which replies need an answer, draft responses in my voice, and move good conversations into deals. If I use Cal.com, connect it so follow-ups can offer my booking link (not the first email).

Throughout, as you learn about my business, proactively suggest and help create:
- Reply templates for the questions and objections my prospects are likely to raise, based on my product, site and codebase if you can see them.
- Campaign ideas and segments worth testing, with the reason for each.

Safety rules:
- Show every change as a dry run (--dry-run) first and wait for my yes. Never send emails, launch campaigns or delete anything without my yes.
- Tell me before anything that spends credits, and how many.

Be opinionated. If the docs give a sensible default, just use it. Don't make me choose between five options.
Developer docs ↗npm: @firstsales.io/cli ↗GitHub: firstsales-skills ↗