Issuing a gift voucher to a customer

Learn how to issue vouchers to customers

Issuing Gift Vouchers

Issue gift vouchers to customers either from a template or with custom settings.

Issue From Template

The quickest way to issue a voucher:

  1. Go to Gift Vouchers > Vouchers tab
  2. Click Issue Voucher
  3. Select From Template
  4. Choose a template from the list
  5. Enter recipient details:
    • Recipient name
    • Email (for sending voucher)
    • Phone (optional)
    • Personal message (optional)
  6. Optionally link to:
    • Purchaser (customer who bought it)
    • Linked Customer (customer who can use it)
  7. Click Issue Voucher

Issue Custom Voucher

For non-standard amounts or settings:

  1. Click Issue Voucher
  2. Select Custom Voucher
  3. Enter the amount
  4. Set expiry (or use default)
  5. Enter recipient details
  6. Optionally enter a custom code
  7. Click Issue Voucher

After Issuing

Once issued, you can:

  • View the voucher details including the unique code
  • Email the voucher to the recipient
  • Print a physical voucher

Voucher Codes

Each voucher gets a unique code:

  • Auto-generated codes use your prefix + random characters
  • Custom codes must be unique across all vouchers
  • Codes are case-insensitive when redeeming

Use case scenarios

Scenario 1: Walk-in gift purchase

Customer walks in to buy a gift for her sister's birthday. Reception opens vouchers, picks the 20k template, fills in recipient name and email, customer pays at the till. The recipient gets the email immediately.

Scenario 2: Online voucher purchase

A customer's friend buys a voucher online for her. The system auto-creates the voucher, emails it to recipient. No staff intervention needed.

Scenario 3: Custom amount

Customer wants a 7,500 Ft voucher (a specific service price). Reception uses Custom amount path, sets 7,500 Ft, issues. Personalised handling for one-off needs.

Scenario 4: B2B bulk

Corporate client orders 10 vouchers for staff. Reception issues each one with the recipient's email; system sends all 10 emails. Bulk process in 5 minutes.

Tips

  • Double-check emails before sending: a typo means lost gift.
  • Use the personal message field: occasion-specific greetings drive emotional connection.
  • Always link the purchaser: for tracking and gift-vs-self analysis.
  • Link recipient if known: matching at checkout becomes automatic.
#gift vouchers#issue#customers
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