There are different actions admins can take on active vouchers. Below are the options:
Redeeming a voucher: Vouchers should be redeemed when a voucher session occurs. Below are the steps to redeem a voucher.
- Navigate to Operations > Check In
- Click "Search Member"
- Search the contact record the voucher is attached to
- Select the Vouchers dropdown
- Check the voucher and enter the "redeemed by" (which staff member is redeeming the voucher)
- Save
When redeeming voucher following the above steps, this will:
- Change the voucher status to redeemed indicating that the voucher is no longer active
- Recognize the revenue associated with that individual voucher (if the voucher SKU is being deferred)
Deactivating a voucher: Vouchers should be deactivated when a voucher session does not occur, but you need to make the voucher no longer active. The most common example of this is when a voucher is expired. Below are the steps to deactivate a voucher:
- Navigate to Operations > Vouchers
- Check the vouchers you would like to deactivate on the left side
- Click blue action dropdown
- Deactivate
When deactivating a voucher following the above steps, this will:
- Change the voucher status to inactive indicating that the voucher is no longer active
- Recognize the revenue associated with that individual voucher (if the voucher SKU is being deferred)
Refunding a voucher: Vouchers should be refunded when you need to give the money back to the customer for their purchase. Below are the steps to refund a voucher(s)
- Navigate to Operations > vouchers
- Check the vouchers you would like to deactivate on the left side
- Click blue action dropdown
- Deactivate
- Complete refund stepper
When refunding a voucher following the above steps, this will:
- Void the billing item(s) associated with the original voucher purchase
- Cancel the deferral associated with the voucher (if there is an active deferral)
- Change the voucher status to inactive, indicating it can no longer be redeemed
- Refund the money back to the customer