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Record a remaining balance on a sold voucher

This article outlines how to record a balance or partially redeem a balance on a sold voucher.

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Written by Niall Griffin
Updated over 2 weeks ago

Record a remaining balance on a sold voucher

Outlined below are the steps on how to record a balance that is remaining on a voucher, as it maybe the case a customer does not fully use the full balance at one time on a voucher.

  1. Click the Vouchers tab.

  2. Select Search Sold Vouchers.

  3. In the Search Sold Vouchers screen, search for a voucher by reference number, internal reference number or customer name.

  4. Select one option and click Search Vouchers.

  5. Click the Details button.

  6. Click edit on the voucher.

  7. Change the balance on the voucher to what is the remaining balance.

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  8. Click save changes.

πŸ“ŒNote: Changing the balance amount also writes a log into the voucher comments.

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