Please note that this article has been translated using AI and images are therefore not translated

Quick Overview

Issuing vouchers is remarkably simple, as shown in the example below:

Below is a more detailed description of the interface and optional additional features that can streamline your operational processes.

Issuable Vouchers

Generally, items that are enabled in the "Items & Categories" menu are displayed. The voucher has to be activated in the column "RM-Module" to appear to allow issuing:

Additional restrictions, which can be set in collaboration with our service team (service@incert.at), include: 

• Categories: Categories can be defined as themes, allowing logins to view only specific themes (categories) and the vouchers within them for issuance.
• Personalized Vouchers: Vouchers can be assigned a "creator" (user), and it can then be defined that certain logins only see vouchers where they are listed as the "creator." 

Order Data

The available payment and shipping methods can be adjusted by our service team. Additionally, required fields for internal issuance can be defined. For any changes, please contact service@incert.at.

Order Comments

Before completing an order, a comment can be added. By default, this comment is printed on the order receipt. However, upon request, our service team (service@incert.at) can configure it so the comment is stored internally but not printed for the end customer.

Users

For each user or user role, it can be defined whether voucher issuance is available. Depending on this, the menu item is displayed, and the sales widget can be added to the dashboard for quick access.

Additionally, user or user role access to the "Sponsoring" payment method can be restricted. Further restrictions on specific payment and shipping methods are generally possible but might increase system complexity and should be discussed with our service team (service@incert.at).

Batch Issuance & Pre-printed Paper

If larger quantities of the same voucher (with the same value, dedication, and template) are needed, they can be compiled into a single PDF. This results in one PDF file with multiple pages/vouchers instead of multiple files. The maximum number depends on the template's file size and is typically around 50 vouchers.

Additionally, it can be configured by our service team (service@incert.at) that a batch PDF has no background, printing only the dynamic elements (dedication, barcode, value, issue date, etc.). This is useful when the voucher paper is pre-printed by a printing company. Due to the reduced file size, batch PDFs with over 100 vouchers/pages are possible.

Details on batch PDFs can be found in this article.

Receipt & Cash Register

In Austria and Germany, internal sales are subject to a receipt issuance obligation. If an order requires such a signed receipt but no cash register is active in the system, a notification appears in the sales interface (for AT) or on the receipt (for DE). Details on cash registers can be found in this article.