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Viewing Customer Vouchers

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Written by Aaron

You can access customer vouchers at any time, either during a sale or from the customer’s profile. Follow these step-by-step instructions.

Quick View During a Sale

  1. From the Dashboard, go to Sales in the left-hand menu. Add Items to the sale as needed. Begin typing to attach a customer to the sale.
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    After the customer is attached, click the customer’s name.
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  2. Click Vouchers to view active or redeemed vouchers associated with the customer.
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  3. Copy any voucher code you need.
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  4. Click X to return to the sales screen.

Access Through Customer Profiles

  1. From the Dashboard, go to Customers in the left-hand menu.
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  2. Find the customer using the search bar or by scrolling the list. Click the customer’s name to open their profile.
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  3. Open the Vouchers tab. View or copy voucher codes from this tab.
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Note: The Vouchers tab will show the total number of active or redeemed vouchers in parentheses (X).

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