Promotional Vouchers |
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Promotional Vouchers.
Provide an entitlement to a discount, up to the amount stated.
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 someone pays with a voucher.
Step 2: Create a Promo Voucher
•Go to Invoice > Voucher & Gift Cards.
•Fill in the amount and expiry date of the voucher.
•Select the Create Promo Voucher button.
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 purchasing goods.
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 on 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.