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Automated Vouchers

Attach a voucher/gift card to the end of a receipt when purchased!

Kevin Cheav avatar
Written by Kevin Cheav
Updated over 5 months ago

Before you continue, make sure you've read About Gift Cards and Vouchers to make sure that this is the kind of method you with to use for your vouchers/gift cards.

Create your voucher

  1. Go to the POS > Products > Add Product

2. Set the Product Name, Product Code and Price of the gift card/voucher.

Note: do not set a printer location for your gift card.

3. Under Price, tick Is Voucher.

4. Click Save

5. Upload a Product Photo, then save again.

Note: The Product Photo will be print above the QR Code every time that product is purchased.

Now make sure it shows up on your receipts!

  1. Go to iPad Menu > POS Menu and add the product to the menu. Click Publish.

2. Go to POS > Print Settings > Printing Templates.

3. Click the Edit (pencil) button in the Invoice Receipt listing.

4. Add the voucher placeholder [have_voucher] at the bottom of the template.

5. Click Save.

6. On the POS, go to Settings > Sync and Sync Receipt Templates.

Using the Voucher/Gift Card function on the POS

  1. Sync the menu.

2. Select the voucher/gift card product.

3. Click Auto Generate.

4. Select whether you want the item to be a gift card (multiple-use) or a voucher (single-use). Ensure that Print Copy is turned on for it to print.

5. (Optional) Modify the expiry date and amount.
Note: By default, the expiry date will be set for 1 year after the transaction and the amount will be based on the product price.
IMPORTANT: Modifying the amount will only change the amount contained within the voucher, but not the price of the voucher. Eg. If you have a $50 gift card, you can change the amount to $60, so the customer will only pay $50, but it is worth $60.

6. Press Done. A code will be attached to the item.

7. Press Pay. When the transaction is complete, the voucher/gift card will be automatically printed at the bottom of the receipt.

Paying with a Voucher/Gift Card

Ensure that Scan for Voucher Mode is enabled in Settings.

  1. Add your items to the order, then press Pay.

2. For Gift cards: press OPTIONS beneath the number pad and select GIFT CARD.

For vouchers: press VOUCHER beneath the number pad.

3. Use the iPad camera to scan the QR code of the voucher/gift card. It will display on the screen as indicated below.

Alternatively, tap Enter Code to manually input the code under 'Gift Card Number'.

4. Review the voucher/gift card information and press Done.

For gift cards:

  • Tick Maximum if the customer wishes to use all of its remaining value in a transaction. If the customer wishes to use only a portion of the Gift Card’s value, untick it and you will be prompted to insert the desired amount.

5. Settle any leftover payment as per normal and COMPLETE SALE.

Note: A gift card and a voucher can be combined to make a payment, but a gift card cannot be combined with a gift card, and a voucher cannot be combined with a voucher.

Backend

You'll be able to monitor all of your gift cards and vouchers on the Vouchers and Gift Cards page on the backend.

Code: The identifier for the gift card or voucher, which is generated on the POS

Balance: The cash remaining on the card (gift cards only)

Discount %: The discount yielded (voucher only)

Expiry: After this date, the voucher/gift card cannot be used

Created On: The date the voucher/gift card was created

Voucher Type: Voucher (single use) or gift card (multiple use)

Used: Yes/No (voucher only)

Active: Yes/No. Vouchers and gift cards created automatically via the method above will be active.

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