What is a Voucher?
Vouchers are discount codes — percentage or fixed amount — that you redeem on customer accounts to reduce their invoices, with durations, plan restrictions, and usage limits you control.
A voucher is a discount code you create once and redeem on customer accounts. When a voucher is active on an account, qualifying invoices are reduced by the voucher's discount — a percentage of the charge or a fixed rand amount — until the voucher runs its course.
Vouchers are how you run promotions without touching your plans: a winter special on grooming subscriptions, a loyalty thank-you for a long-standing client, or a once-off goodwill discount after a rescheduled appointment.
How Vouchers Work#
- Create the voucher — choose the code, the discount, how long it lasts, and what it applies to.
- Redeem it on a customer's account — the voucher attaches to the account as a redemption.
- Invoices discount automatically — while the redemption is active, qualifying charges on the account's invoices are reduced. The voucher's invoice description appears as the discount line.
Discount Types#
| Type | How it discounts |
|---|---|
| Percentage | Takes a percentage (0–100%) off qualifying charges — for example, 20% off. |
| Fixed amount | Takes a set amount in the voucher's currency off — for example, R100 off. |
Durations#
Every voucher has a duration that controls how long the discount keeps applying once redeemed on an account:
| Duration | Behaviour |
|---|---|
| Single use | Applies to the first invoice only. |
| Forever | Applies to all invoices on the customer's account until the voucher is deactivated or reaches its usage limit. |
| Limited time | Applies to invoices for a set period — a number of days, weeks, months, or years from redemption. |
Single use suits sign-up specials ("R150 off your first month"), Limited time suits seasonal promotions ("20% off for three months"), and Forever suits permanent arrangements like a staff or family discount.
What a Voucher Can Apply To#
You control the reach of the discount when creating the voucher:
- Plans — apply to all plans (including future ones) or only to specific plans you select.
- Item sales — optionally limit the voucher to catalogue item sales only, or let it apply based on charge type.
Usage Limits and Expiry#
Three limits keep a promotion under control, and each can be left off for no limit:
| Limit | What it caps |
|---|---|
| Usage limit | The total number of times the voucher can be used, across everyone. |
| Usage by customer limit | How many times a single customer can use it. |
| Usage by account limit | How many times a single account can use it. |
A voucher can also carry an expiry date — after that date it can no longer be redeemed — and can be disabled at any time to stop new redemptions immediately.
Vouchers vs Credits#
A voucher discounts charges before they are invoiced. If you want to give a customer money back after an invoice was issued, you are looking for a credit invoice or a refund instead.
Where to Next#
- Create a voucher — the full form, field by field.
- Redeem a voucher — attach a voucher to a customer's account.
- Manage vouchers — track usage, edit, duplicate, and deactivate.