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Create a voucher manually

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To do this, you need at least one voucher product configured, and a recipient contact record with a valid email address.

  1. In the App Launcher, search for Vouchers.
  2. Click New to create a new voucher record.

    New voucher record

  3. Select the Store where the voucher will be used.
  4. Enter the Opening Balance (initial value) in your store’s currency (e.g., 50 for a $50 voucher).
  5. Select the Product that this voucher relates to (must be a voucher product).
  6. Select the Recipient (Contact) who will receive the voucher via email. If this is not known, select the person responsible for issuing the voucher.
  7. Enter a unique code for the voucher, or leave blank to autogenerate a secure 16-character alphanumeric number.
  8. (Optional) Enter an Expires At date. Leave it blank for no expiry.
  9. (Optional) Enter an Activate Before Date to set a deadline by which the voucher must be activated. After this date and time, the customer cannot activate the voucher and will see an error if they try.
  10. (Optional) Change the Usage setting if it should differ from the product default.
  11. (Optional) Enter a PIN that must be given to redeem the voucher. If the product’s Voucher Requires field includes PIN, leave this blank instead: StoreConnect generates a 6-character PIN when you save the voucher, and replaces any value entered here.
  12. (Optional) Check Resend Email to send the voucher immediately upon saving.
  13. Click Save.

Voucher fields

Field Description
Store The store where this voucher was created
Opening Balance The initial monetary value of the voucher
Product The voucher product this relates to (determines email template)
Recipient The contact who receives the voucher email
Expires At Expiration date; blank means no expiry
Activate Before Date Activation deadline; customers cannot activate the voucher on or after this date and time
Usage Defines where the voucher can be used (defaults to product setting)
Order Item Link to the order item if purchased (auto-populated)
Resend Email Triggers email send when checked and saved
Code Automatically generated 16-character unique code (or enter manually)
PIN Must be entered to redeem the voucher when set. Generated automatically when the voucher is created if the product’s Voucher Requires includes PIN; otherwise entered by an admin, or left blank

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