Managing and spending vouchers

Allow customers to check voucher balance

Customers can check their voucher balance without logging in to your store.

1. Customers can navigate to: https://your-store-domain.com/check-voucher
2. They then enter their voucher Code.
3. They can view:
   • Current balance
   • Order history (anonymized)
   • Expiry date (if applicable)

Using vouchers at checkout

Customers can apply multiple vouchers to a single order. Vouchers are fully consumed up to their balance—customers cannot choose to apply only part of a voucher's value.

1. The customer adds products to their cart and proceeds to the checkout.
2. In the Voucher Panel during checkout, the customer enters the voucher Code.
3. The customer clicks Apply or Add Voucher.
4. StoreConnect validates:
   • Voucher code exists
   • Voucher has available balance
   • Voucher has not expired
   • Voucher usage restrictions allow use on this store
5. If valid, the voucher amount is applied to the order total.
6. If the voucher doesn't cover the full amount, the customer selects a payment method for the remaining balance.
7. The customer completes the checkout process.

How voucher payments are tracked in StoreConnect.

When a voucher is used at checkout:

• A Payment record is created for each voucher applied.
• A Voucher Payment record (Voucher_Payment__c) is created to track the spend.
• The voucher's remaining balance is automatically calculated.
• The voucher can be used on future orders until the balance is depleted or it expires.

Resend voucher emails

Voucher emails are triggered at voucher creation, and can be manually resent later. If a voucher was not received electronically, make sure you check the recipients email address.

1. Open the Voucher record in Salesforce.
2. Verify the correct recipient email address.
3. Check the Resend Email checkbox.
4. Click Save. The email is resent.

To verify email delivery check email logs or contact the customer.