Title here
Summary here
Voucher Ledger
Screenshots and Final Touches Coming Soon Images and final formatting are still being added to this guide.
The Voucher Ledger is the central view for tracking all issued vouchers — active, scheduled, and inactive. Use it to monitor redemptions, search for specific vouchers, and manage voucher status in bulk.
Note: The Voucher Ledger shows vouchers that have been issued — triggered and generated at sale finalisation. Voucher templates created in Vouchers only appear here once they have been issued.
[Screenshot: Voucher Ledger page — full table view showing voucher rows with colour-coded status indicators]
How to read voucher status
Each voucher row is colour-coded by status:
| Colour | Status |
|---|---|
| Green | Active |
| Orange | Scheduled (not yet valid) |
| Red | Inactive (expired or fully redeemed) |
How to filter by status
The top navbar has main status filter buttons. Filters with a dropdown show sub-options:
| Filter | Sub-options |
|---|---|
| All | — |
| Active | Active, No Uses, Partially Redeemed |
| Scheduled | — |
| Inactive | Inactive, Expired, Fully Redeemed |
[Screenshot: Status filter bar in the top navbar showing All / Active / Scheduled / Inactive buttons, with the Active dropdown expanded showing sub-options]
How to find a specific voucher
Press Filters in the top navbar to open the filter pane. Narrow the list using any combination of:
| Category | Filter options |
|---|---|
| Voucher | Voucher Name, Offer, Redeem Code |
| Dates | Issued At, Valid From, Valid To |
| Redemptions | Uses, Max Uses, Redeemed At, Redeemed At Sites, Redeemed At Locations |
| Member | Member Search, Loyalty Tier, Issued By Staff |
Press Apply to filter, Reset All to clear, or Cancel to close without changes.
[Screenshot: Filters pane open showing all four filter categories with their input fields]
Tip: If a customer contacts you about a lost or unknown voucher, use these filters to find it. You can search by member, issue date, redeem code, and more — even with limited information.
How to bulk edit vouchers
Use Bulk Edit to apply the same changes across multiple vouchers at once.
- Press Bulk Edit in the top navbar — a + icon appears on every voucher row
- Press + on each voucher you want to include
- The Bulk Edit button shows a badge with the count of selected vouchers — press it again to open the bulk edit pane
- Tick the checkbox next to each field you want to change:
| Field | What you can change |
|---|---|
| Valid From | Validity start date |
| Valid To | Validity end date |
| Redeem Code | Override the voucher code |
| Active Places | Site and location restrictions |
| Active Periods | Day and time restrictions |
- Press Apply to [n] vouchers (bottom right), then confirm
[Screenshot: Bulk edit pane open showing fields with checkboxes and the Apply to [n] vouchers button at the bottom right]
Note: Bulk editing applies the same changes to all selected vouchers. Review your selection carefully before confirming.
How to view voucher details
Click any voucher row in the list, then press the right-side panel toggle (bottom right of the page) to open a detail pane.
[Screenshot: Right-side detail panel open showing the status indicator at the top, panel sections, and Show Voucher / Edit Issued Voucher buttons at the bottom]
The status indicator at the top of the panel shows:
| Indicator | Meaning |
|---|---|
| ✅ Active | Voucher is valid and usable |
| ❌ Fully Redeemed | All uses have been consumed |
| 🕐 Active in [n] days | Voucher is scheduled — not yet valid |
The panel is organised into sections:
| Section | Fields |
|---|---|
| Voucher | Name, Code, Offer |
| Validity | Valid From, Valid To, Valid For |
| Usage | Uses remaining (e.g. 0/1 uses) |
| Issued To | Customer, Member #, Card #, Loyalty Tier |
| Issued By | Issued At, Staff |
Two buttons sit at the bottom of the panel:
| Button | Action |
|---|---|
| Show Voucher | Opens a virtual printed voucher in a receipt-style popup |
| Edit Issued Voucher | Edit the fields shown in this panel. For edits beyond what is available here, go to Vouchers and edit the voucher template. |
Prev
VouchersWas this page helpful?
Help us keep the docs accurate and useful for your whole team.