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 online checkout

Customers can apply multiple vouchers to a single order. On the web storefront, vouchers are fully consumed up to their balance—customers cannot choose to apply only part of a voucher’s value. (At the POS, staff can take a partial amount—see Process vouchers at POS.)

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 the voucher is PIN-protected, the customer is prompted to enter the PIN. The voucher is not applied until the correct PIN is entered. An incorrect PIN prevents the voucher from being applied.
6. If valid, the voucher amount is applied to the order total.
7. If the voucher doesn’t cover the full amount, the customer selects a payment method for the remaining balance.
8. The customer completes the checkout process.

Spending vouchers at the POS

Vouchers can also be redeemed in-store at the point of sale, where staff select Voucher as a payment method, enter the code (and PIN if required), and can take the full balance or a partial amount. Staff can also look up a voucher balance at the register. For the full walkthrough, see Process vouchers at POS.

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.

Voucher redemption logging

StoreConnect automatically creates a Voucher Log record in Salesforce for every voucher event — including redemptions, failed attempts, activations, cancellations, and balance checks. Each log entry captures the event type, date and time, whether it succeeded, and a failure reason if applicable.

To view the log for a voucher:

1. Open the Voucher record in Salesforce.
2. Navigate to the Voucher Logs related list.

Voucher Log records are synced to Salesforce and are read-only. They are useful for investigating disputed redemptions or auditing voucher activity.

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.