Customers who bought your vouchers can use the voucher amount to:

  • purchase new products

  • or pay open invoices.

1) Pay a new product with vouchers

If a customer buys a product and wants to pay with a voucher, follow these steps:

  • Go to the menu Financials > Selling, as you would normally do to sell a product

  • Select the product that you want to sell

  • Choose the payment method 'Voucher (on site)'

  • Enter the voucher code in the section 'Redeem voucher'
    If the voucher code is valid, the tick symbol next to the text box will change from red to green and the voucher amount will be applied.

  • Next to the field 'Redeem voucher', you will see the amount credited. If the voucher does not cover the costs of the product, the remaining amount is calculated automatically. You can then select the payment method of the remaining amount and complete the purchase by either clicking on PDF, E-mail or Without.

  • In the voucher journal you can now see that the used voucher has been redeemed. 

2) Settle open invoice with vouchers

In case the customer would like to settle an open invoice with the payment method 'Voucher (on site)', follow these steps:

  • Select the open invoice that you would like to pay
    Read here more information on how to pay an open invoice.

  • Choose the payment method 'Voucher (on site)'

  • Enter the voucher code in the section 'Redeem voucher'.
    If the voucher code is valid, the tick symbol next to the text box will change from red to green and the voucher amount will be applied.

  • Next to the field 'Redeem voucher', you will see the amount credited. If the voucher does not cover the costs of the product, the remaining amount is calculated automatically. You can then select the payment method of the remaining amount and complete the purchase by either clicking on PDF, E-mail or Without.

Did this answer your question?