Issuing vouchers locally - Overview

In this article, we provide a step-by-step guide to selling vouchers locally using cash or card as the payment method

In this article

Payment methods

This article applies to the following payment methods:
Credit cards (MasterCard, Visa, AmEx, etc.)
PostFinance Card
The following payment methods are described in separate support articles:
Pro forma
Payment after validation

Creating a voucher order

In the menu of the e-guma voucher system, select Vouchers -> Sell.
Select the desired voucher types (you can see how to issue an individual voucher here).
Select the desired service in the drop-down menu (if the voucher is available in multiple variants) and, if desired, customise the voucher by filling in the "Voucher for," "Voucher from," and "Message" fields.

The Extra options allow you to define the number of vouchers, the language and the expiry date (as an option you can select whether to show the expiry date on the voucher).


Click on the button to place the item into the shopping cart.

Repeat this step as necessary by using the Add further vouchers button.
Once you have created all your vouchers, click on the Proceed to checkout button to be taken to the order.
If the customer has previously purchased a voucher, you can search for the customer's address, then select it and click on Apply. If the address is not present, enter the details ( ideal for marketing purposes). If the address is not known or if you are issuing a complimentary voucher, e.g., for a raffle, click on the top right button with your company details. Then click on Continue.
Select one or more payment methods. Then click on Continue.
The payment method is selected for information purposes so that the end-of-day sales report will show the correct balances for each payment method. For your customer's actual payment, you will use one of the standard payment methods that you offer locally, e.g., your credit card terminal.

The "Complimentary" payment method only appears if you have the appropriate permissions. 
At the end of the process, you'll see an overview of your order. If everything is correct, you can complete the order by clicking on Order.
You can now download the voucher PDF and the invoice for printing and to be handed to the customer if required.
As a final step, you must enter the sold voucher and the payment received for it in your cash register or PMS (in the same way as you would have handled voucher sales before using e-guma).

Managing voucher orders

In the menu of the e-guma voucher system, select Vouchers -> Manage. The voucher you have just issued will now appear at the top of the Voucher Overview. All details about the voucher, as well as the voucher PDF file and the invoice can be seen by clicking on the Deails icon. If you only discover that an error has occurred once you have printed the voucher, you can correct the error here at any time (learn more).