Voucher management at a glance

In this article, you'll learn about the Voucher Management tool.

In this article

Overview of Voucher Management

Once you have logged into the e-guma Voucher System, you'll see an overview of the Voucher Management tool. 

Columns

PM (Payment Method) If you roll the mouse over the icon, you'll see the payment method applicable to the voucher order. 
O-No. (Order number) The order number appears on the invoice/receipt.
Code A uniquely identifiable 12-digit voucher code The code is shown on the printed voucher
Credit The current voucher value. If you roll the mouse over the value, you'll also see the value of the initial credit.
Date The date on which the voucher was issued
Sales location The sales location at which the voucher was issued
VT (Voucher Type) The type of voucher, for example whether it has a specific value or can be used for brunch.
Customer The name of the purchaser
Status Voucher status

Colours

Red

The voucher was bought with payment against invoice, but has not yet been paid for.

Orange

The voucher was ordered online and is awaiting printing and shipment by post or pickup.

Green

The voucher has been paid for and can be redeemed at any time.

Light green

The voucher has been partially redeemed and the remainder is still outstanding.

Grey

This voucher has been redeemed in full.

      

Voucher details

Clicking on a voucher will take you to the detailed voucher view. In the support article covering Voucher details, you'll learn about the information that is shown in the detailed view and how you can make adjustments to the voucher order.

   

   

Searching for vouchers

Everything you need to know about searching for vouchers is contained in the Searching for vouchers support article.

   

Export as an Excel file

If you click the button Export as Excel at the top right, you can export all vouchers. Learn here how to export only particular vouchers from the Voucher Management tool.

Edit voucher orders in the order management

Get to know the various actions contained in the order management tool for everyday use in e-guma:

Edit order - Online Payment
Editing orders - Invoice with QR-bill - Joint shipment of invoice and voucher
Editing orders - Invoices with QR-bill - Vouchers sent once the invoice is paid (Pre-payment)
Editing orders - IBAN invoice - Joint shipment of invoice and voucher
Editing orders - IBAN invoice - Vouchers sent once the invoice is paid (Pre-payment)