Promotional Vouchers |
Top Previous Next |
Promotional Vouchers.
Provide an entitlement to a discount, up to the specified amount.
Step 1: Add a General Ledger Account
•Add a General Ledger Account (e.g., Advertisements > Vouchers).
•Go to Account Options >Account Defaults and select your default Promo Voucher account. This account will be debited when a voucher is used for payment..
Step 2: Create a Promo Voucher
•Navigate to Invoice > Voucher & Gift Cards.
•Enter the voucher amount and expiry date.
•Click Create Promo Voucher.
A voucher number will be generated and appear under Voucher & Gift Card Lookup, marked as Is Promotional. This voucher number can be given to a customer to use for purchases.
Step 3: Print the Voucher
•Print the voucher or gift card using a card printer (Menu > Print).
Using the Voucher
•When a customer makes a purchase, enter the voucher number in the Invoice Payment tab.
•The card balance will be displayed.
Mass Creation and Distribution
•You can create promotional vouchers for a Group of Customers and send them via SMS.
Loyalty Cards
•For loyalty cards, go to Add New Customer > Loyalty.
