Redeem a Voucher
Redeem a voucher on a customer's account, track active redemptions, and deactivate a redemption when it should stop discounting.
Redeeming attaches a voucher to a customer's account so their qualifying invoices are discounted. This guide covers redeeming, reviewing redemptions, and stopping one.
Redeem on an Account#
- Open the customer's account and go to Voucher Redemptions.
- Select Create.
- Choose the Voucher from the list — each option shows the discount, the code, and its expiry status so you can confirm you have the right one.
- Confirm the Currency.
- Submit. You'll see "Voucher redemption on account activated successfully."
From that moment the voucher applies to the account's qualifying charges according to its duration — the first invoice for a single-use voucher, a set window for a limited-time voucher, or indefinitely for a forever voucher.
A voucher can only be redeemed if it is enabled, within its expiry date, and under its usage limits. Expired options are marked in the voucher list.
Review Redemptions on an Account#
The Voucher Redemptions page on each account lists every redemption:
| Column | What it shows |
|---|---|
| Voucher | The voucher code — click through to the redemption. |
| Account | The account the voucher is redeemed on. |
| Date | When the redemption was created. |
| State | Whether the redemption is currently active. |
| Discounted | The total value this redemption has discounted so far. |
Open a redemption to see its full detail — state, currency, total discounted, created/updated dates — alongside the voucher's own summary (code, discount, duration), with a link straight to the voucher itself.
Deactivate a Redemption#
To stop a voucher discounting a particular account, open the redemption and select Deactivate. Confirm, and the redemption ends — future invoices are no longer discounted. The redemption record stays on the account for history, with its removed date shown.
Deactivating a redemption stops the discount for that one account only. To stop a voucher everywhere at once, disable the voucher itself — see Manage vouchers.
How the Discount Shows Up#
While a redemption is active, qualifying charges on the account's invoices are reduced and the voucher's invoice description appears against the discount. The running total of value given away is tracked on the redemption as Discounted.