Step by step
- Open Sales > Gift Vouchers.
- In the form at the top enter the Amount. Leave Voucher No. empty for an automatic number, and change Expires On if needed (one year from today by default).
- Choose Received In (the cash or bank account the money goes to) and the Payment Method. Choose the Customer if the voucher is for a known customer, and add a Note if needed.
- Press Issue Voucher. The voucher is saved and printed.
- The list shows the Voucher No., Customer, Amount, Balance, Expires On, Issued On, Receipt and Shop/Business; the last row shows the total Amount and Balance.
- The Status filter shows the vouchers With balance, Used up or Expired. The print button of a row prints the voucher again and the block button blocks or unblocks it.
- Excel and Print export the list.
Good to know
- The money is saved as a Receipt into the chosen account against the Gift Vouchers account, which holds what you still owe on the vouchers.
- On the POS press Other Method or Split Payment, then Gift Voucher, and type the voucher number. If the balance is less than the bill, take the rest by Split Payment.
- A blocked or expired voucher cannot be used, and a voucher number cannot be issued twice.
- Comes with the Offers & Coupons app and needs the permission to manage gift vouchers.