Vouchers
Table of Contents
Create and manage cash vouchers
Learn how to generate cash voucher codes and apply them in payment transactions.
A cash voucher is a small printed document or electronic file that entitles the holder to a specific amount of cash. It’s typically used as a form of payment that has a set monetary value.
You can create brand or group cash vouchers to set which branches can accept the cash vouchers you create. Brand cash vouchers can only be used at a specific branch, while group cash vouchers can be used at all the branches included in the group.
Before you start
A Discount Coupon license is required to be able to set up the Cash Voucher feature on the POS. You may reach out to Eats365 or a Channel Partner to purchase a license.
Enable the Cash Voucher feature
Once a license has been created, you or the Channel Partner can turn on the Cash Voucher feature on the Merchant Portal.
To turn on the Cash Voucher feature, follow the steps below:
Note: You must have access to group or organization permissions to enable the Cash Voucher feature and access its settings.
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Gift Card / Discount Coupon.
- Under Discount Coupon, click on Setting.
- Turn on Enable Coupon
. - Under Group Accepting Coupon, toggle Enable All or turn on the setting individually for each restaurant that accepts cash vouchers.
- At the top right, click on Save.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Gift Card.
- Select Discount Coupon, then General.
- Under "Shops Accepting Discount Coupon," toggle Enable All
or turn on the setting individually for each restaurant that accepts cash vouchers.
- At the top right, click on Save.
Set shared settings for cash vouchers
Before generating a cash voucher, you can create presets for Campaign, Account, and Shop Group. These options help you organize and even group-related promotions when creating a cash voucher. To create presets, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Gift Card / Discount Coupon.
- Under Global Setting, select which Global Setting preset you’d like to create:
Campaign
When your business holds an event where cash vouchers will be issued, create a campaign for that event to be able to select it when creating the vouchers issued for or during the event.
Note: When generating cash voucher codes, adding a Campaign is optional.
- At the top right, click on +Campaign.
- Enter the Campaign Name.
- Next to the Campaign Name field, set the language or keep the language option as Default.
- At the top right, click on Add.
Account
For reporting purposes, create an account to be able to specify the account you want the cash vouchers you’re creating to appear under.
Note: When generating cash voucher codes, adding an Account is optional.
- At the top right, click on +Account.
- Enter the Account Name and Account ID.
- At the top right, click on Add.
Shop Group
Shop Group determines which restaurants can accept the cash vouchers you create. For example, if your business has more than one branch, you can create a shop group with just one branch and another shop group with multiple branches. When creating cash vouchers, it’s important to select the correct shop group because the cash vouchers you create will be valid at all the branches included in the shop group you choose.
- Click on + Add Group.
- Set the language or keep the language option as Default.
- Next to the language option, enter the Shop Group name. Then, next to the name field, click on Save.
- If you’d like to exclude shops from this Shop Group, click on + Add Excluded Shops.
- From the drop-down list, select the shops that you’d like to exclude. Then, next to the drop-down, click on Save.
- At the top right, click on Save.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Gift Card, then Shared Settings.
- Select which Shared Setting preset you’d like to create:
Campaign
When your business holds an event where cash vouchers will be issued, create a campaign for that event to be able to select it when creating the vouchers issued for or during the event.
Note: When generating cash voucher codes, adding a Campaign is optional.
- At the top right, click on + Campaign.
- Enter the Campaign Name. You can set a different name per language. To add a new language, click on Add Language.
- At the top right, click on Save.
Account
For reporting purposes, create an account to be able to specify the account you want the cash vouchers you’re creating to appear under.
Note: When generating cash voucher codes, adding an Account is optional.
- At the top right, click on + Account.
- Enter the Account Name and Account ID.
- At the top right, click on Save.
Shop Group
Shop Group determines which restaurants can accept the cash vouchers you create. For example, if your business has more than one branch, you can create a shop group with just one branch and another shop group with multiple branches. When creating cash vouchers, it’s important to select the correct shop group because the cash vouchers you create will be valid at all the branches included in the shop group you choose.
- Click on + Group.
- Enter the Shop Group name. You can set a different name per language. To add a new language, click on Add Language.
- Next to "Available Groups," click on the drop-down menu to select All Groups or Specified Groups.
- If you selected Specified Groups, next to "Specified Groups," select the specific group in the drop-down list.
- If you’d like to exclude shops from this "Shop Group," next to "Excluded Shops," click on the drop-down menu and select the shops you’d like to include.
- At the top right, click on Save.
Create cash vouchers
Once the Coupon feature has been enabled, you can start generating coupons that serve as cash vouchers. To create coupons, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Gift Card / Discount Coupon.
- Under Discount Coupon, click on Coupon.
- At the top, enter the quantity of the cash vouchers that you’d like to generate. Then, click on Issue.
- Enter the cash voucher name.
- Add the Terms & Conditions of the cash voucher.
- Under General, select or add the following information:
- Account
- Campaign
- Type - Select Cash Voucher.
- Redemption Period
-
Serialization Method
- System Generated - The system generates sequential IDs that follow a pre-defined format that can be used for the cash voucher. For example: 002-2300000000038, 002-2300000000039.
- User Defined - Select this option to use your own sequential ID that you’d like to use for your cash voucher. To do this, you must download the template file, fill in the Sequential ID column, then re-upload the template file.
- System Generated (Verification Code) - This serialization method is similar to the original System Generated option, however, an additional four-digit verification code is added at the end of the sequential ID for security purposes. For example: 002-2300000000038-uykb, 002-2300000000039-csht.
- Under Availability, select a Shop Group.
- At the top right, click on Save. A prompt appears where you can enter a password to protect the file.
- Enter your preferred password, then click on OK. To skip this step, leave the text field blank and then click on OK.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal
- On the left panel, click on Gift Card.
- Select Discount Coupon, then Discount Coupon.
- At the top, enter the quantity of the cash vouchers that you’d like to generate. Then, click on Generate Discount Coupon.
- Enter the cash voucher name.
- Add the Terms & Conditions of the cash voucher.
- Under General, select or add the following information:
- Account
- Campaign
- Type - Select Cash Voucher.
- Redemption Period
- Serialization Method
- System Generated - The system generates sequential IDs that follow a pre-defined format that can be used for the coupon. For example: 002-2300000000038, 002-2300000000039.
- User Defined - Select this option to use your own sequential ID that you’d like to use for your cash voucher. To do this, you must download the template file, fill in the Sequential ID column, then re-upload the template file.
- System Generated (Verification Code) - This serialization method is similar to the original System Generated option, however, an additional four-digit verification code is added at the end of the sequential ID for security purposes. For example: 002-2300000000038-uykb, 002-2300000000039-csht.
- Under "Availability," select a Shop Group.
- At the top right, click on Save. A prompt appears where you can enter a password to protect the file.
- Enter your preferred password, then click on Confirm. To skip this step, leave the text field blank and then click on Confirm.
Once done, an Excel file with the list of sequential ID numbers of cash vouchers is automatically created and downloaded to your computer. You can use the sequential numbers when generating QR codes for cash vouchers.
Delete cash vouchers
You can remove cash vouchers individually or in bulk.
Delete cash vouchers individually
To delete cash vouchers individually, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Gift Card / Discount Coupon.
- Under Discount Coupon, click on Coupon.
- Next to the cash voucher that you want to delete, click on Delete
. A prompt appears to confirm if you want to delete the cash voucher. - Click on OK to confirm.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Gift Card.
- Select Discount Coupon, then Discount Coupon.
- Next to the cash voucher that you want to delete, click on Delete
. A prompt appears to confirm if you want to delete the cash voucher.
- Click on Confirm to delete.
Delete cash vouchers by batch
Note: This is only available on Merchant Portal 2.0.
To delete a whole batch of cash vouchers, follow the steps below:
- Log in to the Merchant Portal.
- On the left panel, click on Gift Card.
- Select Discount Coupon, then Discount Coupon.
- Click on Generation History.
- Next to the batch of cash vouchers you’d like to delete, click on Delete . A prompt appears to confirm if you want to delete the cash vouchers.
- Click on Confirm to delete.
The message “Deleted” appears once the batch of gift cards have been removed.
