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How to create a Voucher
- Navigate to Finance, and select Vouchers from the drop-down.
- Select Add from the top of the DataGrid.
- Fill in all of the details for your Voucher.
- Click Save to save your Voucher.
How to generate a Purchase Link for a Voucher
- Navigate to the Vouchers DataGrid.
- Right click the Voucher you wish to generate a Purchase Link for, and select Copy Purchase Link from the context menu.
- The Purchase Link will now be copied to your clipboard.
How to assign a Voucher and how to invoice a Voucher
- Navigate to the Users DataGrid
- Right click the User you wish to assign the Voucher to and select Vouchers from the context menu.
- Click on the Add button to open the Add Vouchers issued dialog box.
- Add the details of the Voucher into the dialog box. If you want an Invoice to be generated for this Voucher being added to a User, you can tick the Issue Invoice box.
- Click Save & Close to save your Voucher.