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Vouchers
Screenshots and Final Touches Coming Soon Images and final formatting are still being added to this guide.
The Vouchers page is where you create redeemable voucher records tied to a Manual Offer. When a voucher is issued — either printed or sent to a member account — each instance is tracked in the Voucher Ledger.
Prerequisite: A Manual Offer (Automatic = unticked) must already exist before you can create a voucher. If you haven’t done this yet, go to Offers > General and create an offer with the Automatic toggle unticked.
[Screenshot: Vouchers list page showing existing vouchers in a table with Name, Title, Desc., T&Cs, Offer, Print on Issue, Attach to Member, Redemption Limit, and Max Uses Per Sale columns]
How to manage vouchers
Your created vouchers display in a table with these columns:
Name | Title | Desc. | T&Cs | Offer | Print on Issue | Attach to Member | Redemption Limit | Max Uses Per Sale
- Use the top-left settings button to customise which columns are visible
- Double-click any row to open and edit that voucher
How to create a voucher
Press + Create Voucher (top right).
[Screenshot: Create Voucher form showing all fields — Name, Title, Description, T&Cs, Offer dropdown, Print on Issue, Attach to Member, Usage Limit, Max Uses Per Sale, and validity settings]
| Field | Required | Details |
|---|---|---|
| Name | Yes | Internal reference name |
| Title | Yes | Displayed on the voucher itself |
| Description | Yes | Short description |
| Terms and Conditions | Yes | T&Cs text |
| Offer | Yes | Select from existing Manual Offers |
| Print on Issue | No | Tick to generate a printed voucher when issued |
| Attach to Member | No | Tick to send to the member account when issued |
| Usage Limit | Yes | Total number of times this voucher can be redeemed before it becomes inactive |
| Max Uses Per Sale | No | Max redemptions in a single sale. Empty = no limit (up to the Usage Limit). |
| Valid For | No | Same day / same week (Mon–Sun) / same month / same year / x days / no expiry |
| Number of Days | No | If x days selected: enter the number of days |
| Starts | No | Now / tomorrow / next week / next month / in x days / on date |
| Starts After (Days) | No | If in x days selected: enter how many days after today the voucher becomes redeemable |
| Start Date | No | If on date selected: pick a specific date (DD/MM/YYYY) |
| Places | No | Press + to add included/excluded sites and locations. Default: all. |
| Periods | No | Press + to add day-of-week and time range. Default: all. |
Press Save (bottom right) to create the voucher. Press Revert to discard.
Tip: Once a voucher is created, a View Ledger button appears on its settings page. Press it to jump directly to this voucher’s entry in the Voucher Ledger.
How vouchers are issued
Vouchers are issued in two ways depending on the offer type:
- Automatic Offer + Issue Voucher action — the voucher is issued automatically at sale finalisation when the trigger conditions are met. No staff action needed.
- Manual Offer — staff apply the voucher at the till using a printed voucher code or a keyboard button. The voucher must already exist in this page before it can be used.
Note: Voucher issuance always happens at sale finalisation — not mid-sale when the trigger is first met. See Offers > Issue Voucher for more detail.
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