Reward Vouchers

A Reward Voucher is a redeemable credit issued to a customer, tracked against the invoices it's used on.

Requires the Loyalty & Rewards module.

Issuing a voucher

1. Go to Reward Vouchers.
2. Click + New Voucher, choose the customer, and set its value.
3. Save.

Applying a voucher

When creating an invoice for a customer with an available voucher, apply it directly — the invoice value is reduced by the voucher amount. A voucher can be checked against a customer before applying, to confirm it's still valid.

Tracking usage

Open a voucher's detail page to see every paid invoice it has been applied against — a full redemption history per voucher, not just a current balance.

Voucher status

A voucher shows as redeemed once it's been used. Expired is shown for a voucher past its validity — this is worked out from the voucher's terms whenever it's viewed, so an expired voucher never needs a separate step to be marked as such.

Managing vouchers

Delete a voucher (individually or in bulk) if it was issued in error — this doesn't affect invoices it has already been applied to.

Tips

• Check a voucher's status before manually offering it to a customer at the counter — an expired voucher is calculated live, so what you see is always current.
• Use the paid-invoices history on a voucher to answer a customer query about "did I already use this?" without digging through their whole invoice list.