How To: Vouchers

 

How to create a Voucher

  1. Navigate to Finance, and select Vouchers from the drop-down.

  2. Select Add from the top of the DataGrid.

  3. Fill in all of the details for your Voucher.



  4. Click Save to save your Voucher.

How to generate a Purchase Link for a Voucher

  1. Navigate to the Vouchers DataGrid.

  2. Right click the Voucher you wish to generate a Purchase Link for, and select Copy Purchase Link from the context menu.



  3. The Purchase Link will now be copied to your clipboard.


How to assign a Voucher and how to invoice a Voucher

  1. Navigate to the Users DataGrid

  2. Right click the User you wish to assign the Voucher to and select Vouchers from the context menu.


  3. Click on the Add button to open the Add Vouchers issued dialog box.

  4. 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.

  5. Click Save & Close to save your Voucher.