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Gift vouchers

How to selling and issuing vouchers

When a voucher is sold, the system creates an issued voucher record tied to the selected voucher type. The voucher can include purchaser and recipient information, a generated or provided code, message content, and value that follows the rules of the voucher type. This gives the team both a sellable product and a traceable issued code.

When a voucher is sold, the system creates an issued voucher record tied to the selected voucher type. The voucher can include purchaser and recipient information, a generated or provided code, message content, and value that follows the rules of the voucher type. This gives the team both a sellable product and a traceable issued code.

Selling and issuing vouchers

When a voucher is sold, the system creates an issued voucher record tied to the selected voucher type. The voucher can include purchaser and recipient information, a generated or provided code, message content, and value that follows the rules of the voucher type. This gives the team both a sellable product and a traceable issued code.

  • Voucher issuance uses the voucher type as the rule source.
  • Purchaser and recipient details are stored with the issued voucher record.
  • Voucher code handling can be generated automatically or provided manually depending on the workflow.

Tips

  • Set voucher restrictions at the voucher-type level first so every issued voucher inherits consistent behavior.
  • Use All vouchers for support and balance questions, and Voucher types for pricing and rule changes.
  • Review expiration, day-of-week, and exclusion rules carefully before launching seasonal campaigns.