Creating Vouchers
1. Creating Voucher Overview
A "Voucher Type" is a template for individual Voucher. Â You first need to create the Voucher Type, then create the individual Voucher Codes
2. Creating a Voucher Type
Navigate to the Voucher Type Tab (3)
This will most likely appear under the "More" tab (1), or you can do a search for "Voucher Type" after clicking the nine dots menu (2)
Press the New button to create a Voucher Type
- Give the Voucher Type a name
- Voucher Types must be Active in order to be used
- Discount Basis can be Amount or Percent. Â The Discount Value is the Dollar Amount OR Percent to be applied when the Voucher is used
- Redeemable From/To dates are the Dates the Vouchers can be used
- If a value is entered here, when a Voucher is created, the Voucher will have an expiry date assign that is this number of days after the creation date of the voucher
- If entered, this is the number of times, the Voucher that is related to the Voucher Type can be used.
- Voucher No. Generation is how a voucher Number will be generated and assigned to the Voucher. Options are:
- User Assigned - These are manually entered and no automatic generation happens
- Voucher Name - This is an auto-number name that is assigned to each voucher. Â It is prefixed with "V"
- Generate Number - Will generate next random numeric only number that is of Voucher Number length.
- Generate Alpha - Will generate a random alpha character based code that is Voucher Number length.
- Generate Alpha Numeric - Will generate a random alpha character and number based code that is Voucher Number length.
- For the Voucher Number (item 7), this can be generated with a prefix and suffix characters. The number between the prefix/suffix will be for the "Voucher Number Length" long.
If the Voucher can only be used for a specific Merchant Facility, Payment Form or Payment Option (Membership Type ONLY) then enter those details here. Â If these fields are blank, then no filtering is applied for the voucher use.

3. Creating a Voucher
From the Voucher Type (1), click on the Related List (2) and click new for the Voucher list (3)
- Only Active Vouchers can be redeemed
- Expires can be manually entered, or will be assigned a value on save based off the Voucher Type - "Expires After No. Days" value
- Voucher No. can be manually entered, or will be assigned a value on save based off the Voucher Type - "Voucher No. Generation" option selected
- If a value is entered in any of the "Voucher valid for" fields, then a filter is applied at time of redemption to make sure the Voucher is being used for the intended purpose. NOTE:
- If an account is associated, then the "Donation by" field free text value is used to match with the Account Name selected.
- If a Contact is associated, then the First Name and Last Name fields entered on the checkout  is used to match with the Contact Name selected.
- Account Subscription and Contact Subscriptions are assigning the Voucher is being used with a Membership/Subscription renewal.