Gift Voucher Management

The Gift Voucher Management screen lets you search for and manage gift vouchers you've issued, such as cancelling vouchers, updating the expiry date, re-issuing vouchers, or reprinting lost vouchers.

Accessing Gift Voucher Management

To access the Gift Voucher Management screen:

1. On the top menu bar of Retailer, click on Setup → Vouchers → Gift Vouchers.
   

Searching for Gift Vouchers

There are several ways to search for existing gift vouchers.

1. In the Search Voucher section on the top-left, enter any combination of the following criteria:
   
   • Customer No. - Click on the customers icon or press [Enter] on your keyboard to access the Find Customer Screen.
   • Date Issued - Type the date in DD/MM/YYYY format, or click the drop-down box to select it from the calendar.
   • Barcode / Sale Stamp - Scan or enter the gift voucher barcode or the barcode/sale stamp of the sale receipt.
   • Sender / Recipient - Type in the name of the Sender or Recipient of the gift voucher.
2. Click Search. All gift vouchers that match your criteria will be displayed.

If a Voucher is not linked to a Customer Profile, it can be linked from the Previous Sales screen.

Note the Sale Stamp the Voucher was issued in, Search for the Sale Stamp in Previous Sales, Right Click the sale and click Assign Sale to Customer

Checking Gift Voucher Redemption History

Once you've found the gift voucher, you can view its redemption history.

1. Click the Right Arrow > to the left of the Gift Voucher Barcode to expand the redemption history for that voucher.
   
2. You can then check the Date, Amount and Remarks columns for details of the redemption.
   

Managing Gift Vouchers

Once you've found the particular gift voucher, you can perform the following actions:

1. Cancel the gift voucher.
   
1. Click the gift voucher you want to cancel, then click the Cancel Voucher button.
   Click Yes to confirm cancelling the gift voucher.
   NOTE: Only unredeemed gift vouchers can be cancelled.
2. Cancel and re-issue the gift voucher.
   
1. Click the gift voucher, then click the Cancel and Issue Voucher button.
   Click Yes to confirm cancelling and re-issuing the gift voucher.
   Then, scan or enter in the new gift voucher barcode.
3. Change the expiry date of the gift voucher.
   
1. Click the gift voucher you want to change, then click the Change Expiry Date button.
   Click Yes to confirm changing the expiry date.
   Select the new expiry date and click OK.
4. Re-print the gift voucher.
   
1. Select the particular gift voucher and then click on the Print button.
   The gift voucher will be re-printed.

FAQ

Below is a list of frequently asked questions about managing gift vouchers:

How do I cancel a partially redeemed gift voucher?

If you need to cancel a partially redeemed gift voucher, you can use the Cancel and Issue Voucher button to cancel the original gift voucher and create a new gift voucher with the remaining amount.

How do I cancel an expired gift voucher?

If you need to cancel an expired gift voucher, you must first change the expiry date and then cancel it afterwards.

If you're using the Accounting Link integration with Xero or MYOB, you must manually adjust your gift voucher liabilities account in your accounting software for any manual changes made in Retailer, such as cancelled vouchers. This ensures the values of the gift voucher liabilities remain synced between both programs.

If a gift voucher was accidentally redeemed, you must refund the sale and issue a new gift voucher for the refund amount. You can read how to do this in our Refunding a Sale advice sheet.

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