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Voucher Payment

SHOPLINE POS offers a variety of payment methods, including seamless support for voucher payment. This powerful marketing tool offers numerous benefits, such as enhancing brand visibility, attracting new customers, and boosting conversion rates.

This comprehensive guide instructs you on setting up and using vouchers to drive sales growth and achieve business goals.

 

 

Creating Vouchers 

To create vouchers as a payment method, follow these steps:

  1. In your SHOPLINE admin panel, go to POS > Settings > Payments.
    1.1 Creating Vouchers_Payments.png

  2. Choose the store you wish to configure and click Modify payment plan.
    1.2 Managing Vouchers_Choose Store.png

  3. Navigate to the Vouchers section and click Create a voucher.
    1.3 Creating Vouchers_Create a Voucher.png

  4. In the pop-up window, provide a voucher name, add a payment logo, and specify the voucher value. Then, click Activate voucher.
    1.4 Creating Vouchers_Activate a Voucher.png

 

The created vouchers will be added to the voucher list.
1.5 Creating Vouchers_Voucher List.png

Meanwhile, the voucher options will be displayed on your POS app's checkout page for easy selection.
1.6 Creating Vouchers_Checkout Page.png

 

 

Managing Vouchers 

Adapt promptly to your marketing strategies by efficiently managing vouchers to meet operational requirements. Follow these steps to access the settings section:

  1.  In your SHOPLINE admin panel, go to POS > Settings > Payments.
    2.1 Managing Vouchers_Payments.png

  2. Choose the store you wish to configure and click Modify payment plan.
    2.2 Managing Vouchers_Choose Store.png

  3. Navigate to the Vouchers section to configure the following settings.
    2.3 Managing Vouchers_Voucher Section.png

 

Deactivating Vouchers 

  1. Find the unwanted voucher on the list, click Deactivate on the right.
    2.4 Managing Vouchers_Deactivate.png

  2. In the pop-up window, click Confirm deactivation.
    2.5 Managing Vouchers_Warning Window.png

The disabled voucher will be removed from both the voucher list on the admin panel and the checkout page of the POS app.

 

Reactivating Vouchers

To reactivate a disabled voucher, click Create a voucher and select the voucher you want to reactivate.
2.6 Managing Vouchers_Reactivate.png

The selected voucher will be reactivated and reinstated in both the voucher list on the admin panel and the checkout page of the POS app.

 

Editing Vouchers

  1. Find the desired voucher for modification and click Edit on the right.
    2.7 Managing Vouchers_Edit.png

  2. In the pop-up window, make necessary adjustments, then click Activate voucher.
    2.8 Managing Vouchers_Reactivate Edit.png

The changes will take effect immediately after the modification.

Note: Voucher names cannot be changed once created, so name them carefully.

 

 

Processing Payments with Vouchers  

Once vouchers are added as a payment method, follow these steps to use them for checkout:

  1. After adding all the items to the shopping cart, click Pay.
    3.1 Processing Payments with Vouchers_Add Items.png

  2. Tap Voucher as the payment method.
    3.2 Processing Payments with Vouchers_Voucher.png

  3.  Select the voucher for this order.
    3.3 Processing Payments with Vouchers_Voucher options.png

  4. Enter the voucher code and select the denomination.
    3.4 Processing Payments with Vouchers_Code and Value.png
Note: The voucher code is typically defined during creation and used for voucher management. It's optional to enter the code. If entered, it will be displayed on the receipt for easy reconciliation and verification.

 

  1. To add another voucher, tap Confirm and add another coupon. The added voucher will continue to deduct from the total order amount.  Alternatively, tap Confirm to proceed with checkout.
    3.5 Processing Payments with Vouchers_Code and Value.png
Note: Even if the voucher value exceeds the order amount, you can still complete the payment. The excess amount will be displayed on the payment completion page, and you can decide whether to issue change based on the voucher usage rules.