Editing orders - IBAN invoice - Joint shipment of invoice and voucher

In this article, we will explain how you can edit a voucher that has been ordered with the payment method set to invoice (IBAN).This article deals with the setting when the voucher is sent along with the invoice.

Settings for the Invoice payment method

The processing of orders against invoice depends on the point in time when the vouchers are sent to the customer. You can choose between two different variants:

• The voucher is only sent once the customer has paid the invoice
• The voucher is sent together with the invoice

This article deals with the situation whereby the voucher is sent together with the invoice.

Process for the print@home shipping method

1

A customer orders a voucher from your voucher shop, with the payment method set to Invoice.

2

The customer will receive the invoice, together with the voucher by e-mail (as a PDF document) immediately after placing the order. The order will appear in red in the Voucher Management Tool until the invoice has been paid.

3

Your bank details are shown on the invoice. The purchaser transfers the outstanding amount to your account, using the order number as a reference.

4

As soon as you see that the payment has been received in your account, and the reference is shown, you can log in to e-guma and use the Voucher Management Tool to click Activate to complete the next action.

5

Now enter the date of payment and click on OK.

6

You will see that the status has now changed to green. The voucher is now ready to redeem.

Process for the postal shipping method

1

A customer orders a voucher from your voucher shop, with the payment method set to Invoice.

2

You will automatically receive an e-mail from e-guma, notifying you that the voucher must be shipped by post. This order will be shown in your Voucher Management Tool in orange.

3

Click on Send to complete the next action. The system will issue the voucher and the invoice as PDF documents.

4

You can now print these by selecting I have downloaded the documents. This will change the status of this order to red - "unpaid." You can now send the documents by post to the customer.

5

Please complete steps 3 to 6 as described in the process above print@home shipping method.

Accounting for voucher orders

Vouchers ordered with the payment method set to Invoice do not appear in the Sales Report on the day of sale. Instead, they appear on the day on which the bill is paid.

You can learn more about the Sales Report here.