Vouchers — Management & Order Handling

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This guide explains how to manage vouchers during and after a campaign — including reconciling offline payments, deactivating codes, and removing discounts from orders.

Offline Payment Reconciliation

When a customer pays by bank transfer or another offline method, the voucher discount is applied immediately at the cart stage. The system reduces the amount owed, but does not automatically confirm payment.

You must confirm it manually.

1. Go to the order.
2. Check that the amount transferred matches the discounted total.
3. Open Payment Reconciliation.
4. Confirm the payment.

If you skip this step, the order may stay pending and your accounts may not balance.

Deactivate a Voucher

You can stop a voucher at any time, even before its expiry date.

1. Go to Vouchers.
2. Select the voucher you want to stop.
3. Click ACTIVATE (top right) to toggle it off.

Note

Each batch generates a maximum of 100 voucher codes. If you need more codes, generate them in separate batches.

After deactivation:

• Customers cannot apply the voucher to new orders.
• Orders that already have the voucher applied are not affected.

Deactivate a voucher when:

• The campaign ends early.
• You set the wrong discount value.
• You detect code abuse.
• You need to stop distribution immediately.

Remove a Voucher from an Existing Order

1. Open the specific order.
2. Find the applied voucher.
3. Remove the voucher from the order.

Caution

Removing a voucher changes the amount the customer owes. If the customer already paid, update the payment reconciliation to match. Always inform the customer before changing their discount.

Export Voucher Data

Export your voucher list for:

• Usage tracking
• Campaign reporting
• Accounting review

Bulk vouchers are especially useful for tracking which unique codes have been used.

Common Issues — Quick Checks

Before contacting support, check:

1. Has the voucher expired?
2. Was it already used by this customer?
3. Was the minimum purchase amount met when the voucher was applied?
4. Is the voucher deactivated?
5. Has offline payment been reconciled?

Most voucher issues are caused by configuration settings, not system errors.

Recommended Workflow

Before a campaign:

1. Test the voucher with a sample order.
2. Confirm the discount calculation is correct.
3. Check how the voucher interacts with your shipping settings.

During a campaign:

1. Monitor usage counts.
2. Watch for abnormal usage patterns.
3. Deactivate the voucher immediately if something looks wrong.

After a campaign:

1. Deactivate the voucher.
2. Review the usage report.
3. Reconcile any outstanding offline payments.
4. Archive your campaign data.

See also:

• Voucher Setup & Configuration
• Voucher Campaign Strategy Guide
• Payment Reconciliation