Voucher Setup & Configuration

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Vouchers let you offer discounts that customers apply during checkout. This guide explains how to create vouchers, set them up correctly, and manage them during and after a campaign.

Where to Find Voucher Settings

1. Log in to the Boxify Dashboard.
2. Go to Others in the menu.
3. Click Vouchers.

Two Ways to Create a Voucher

A. Single Voucher (Custom Code)

Use this when you want one specific voucher code — for example, a flash sale code or an influencer code.

Best for:

• Public campaign codes
• Flash sales
• Influencer promotions
• Limited-time offers

You can set the voucher code, discount type, minimum purchase, and validity period.

B. Bulk Vouchers (Custom Prefix)

Use this to generate many unique codes at once — for example, one code per VIP customer.

Best for:

• VIP customer distribution
• Private campaigns
• Unique per-customer codes
• Controlled usage tracking

Tick Use custom code off to generate a batch. Set a Prefix (Max 8 letters) and a Quantity (max 500).

Batch limit: One generation creates a maximum of 500 vouchers. If you need more, run a second batch.

Key Settings Explained

Discount Type

Choose one:

• Percentage discount (%) — discount grows with order value.
• Fixed amount discount (RM) — discount is always the same amount.

For help choosing, see the Voucher Campaign Strategy Guide.

Max discount amount

Percentage vouchers only. This caps how large the discount can grow on a big order. Enter 0 for no cap.

Tip

Always set a cap on a percentage voucher. Without one, a large order can produce a discount far bigger than you intended.

Expiry Date

Set an expiry date to limit how long the voucher is active.

Note

If a customer applies the voucher before the expiry date, it stays valid even if they complete checkout after the expiry date. Example: Voucher expires on 8 October. Customer applies it on 6 October and checks out on 11 October — the voucher is still valid.

Minimum Purchase Amount

Minimum purchase is calculated on item value only — shipping is not included. Enter 0 for no minimum.

Note

Once a customer successfully applies a voucher, it stays applied even if they remove items and the order total drops below the minimum. Example: Minimum purchase is RM100. Customer applies the voucher at RM100, then removes an item so the total becomes RM95 — the voucher remains applied.

Maximum Usage

The total number of times the voucher can be used across all customers.

Example: Maximum Usage = 50. After 50 uses, the voucher stops working for everyone. Enter 0 for unlimited.

Use this setting to control the scale of your campaign.

Max Usage per Customer

This limits how many times a single customer can use the same voucher.

• Set to 1 → each customer can use the voucher once.
• Set to 2 → each customer can use it twice in separate orders.

Use Max Usage per Customer = 1 for public promotions to prevent one person from claiming the discount repeatedly. Use a higher number (2–3) to reward repeat buyers in a loyalty campaign.

How Both Limits Work Together

Setting	What it controls
Maximum Usage	Total uses across all customers
Max Usage per Customer	Uses by one individual customer

Example: Maximum Usage = 100, Max Usage per Customer = 1 → 100 different customers can each use it once.

Discount Include Shipping

This setting decides whether the discount is allowed to eat into the shipping fee as well as the items. It is ON by default.

• ON — the discount can be applied to the shipping fee too.
• OFF — the discount applies to the item subtotal only.

Caution

Leaving this ON reduces the shipping revenue you collect. Always test the discount calculation before launching to verify your margin is protected.

One Voucher Per Order

Each order can have only one voucher applied.

Caution

A voucher cannot be edited after it is created. Check the discount value, minimum purchase, and expiry date before you save — if you get one wrong, deactivate the voucher and create a new one.

Checklist Before Launching

1. Test with a sample order.
2. Confirm the minimum purchase logic is correct.
3. Verify the expiry behavior.
4. Check the shipping fee calculation and how the voucher interacts with your shipping settings.
5. Review the discount impact on your margin.
6. Set Maximum Usage to a safe limit.
7. Set Max Usage per Customer to match your campaign type.

During a Campaign

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

Deactivate a Voucher

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

1. Go to Others › Vouchers.
2. Tick the vouchers you want to stop.
3. Click Activate in the bulk actions toolbar that appears.
4. In the Activate/deactivate dialog, set the switch to Deactivate and click Update.

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.

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.

Remove a Voucher from an Existing Order

1. Open the specific order.
2. Find the applied voucher in the Voucher row of the money box under Items. To add a voucher instead, click Add voucher in the same row.
3. Click the red delete icon next to the voucher code.
4. Confirm Remove this voucher?

Caution

Removing a voucher changes the amount the customer owes. You can still remove it after the customer has paid, so always inform the customer first and update the payment reconciliation to match.

Note

Once an order reaches Shipped, the voucher can no longer be removed.

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.

After a Campaign

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

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.

See also:

• Voucher Campaign Strategy Guide
• Payment Reconciliation
• Promotions & Customer Retention Overview