1. Create a Voucher Product
a) Select Products on the left hand side and then New Product
b) Enter details:
Name
Description
Type - select Voucher from the dropdown
Image - jpg or .png image (no larger than 1MB)
Inventory - Set a stock level of the product or select Unlimited inventory
Tags - for internal use, these will appear in your Product list
External ID - for internal use, a unique identifier for the product
Voucher Settings - enter Voucher Name and Days Valid For (how long you would like the Voucher to be valid until it expires)
c) Submit your product
2. Create a Price Table
NOTE - If you are creating a Refund Voucher then you'll need to create a Price Table as it will need a Tax Rate. However, because the Voucher value will be the balance of the order you're refunding, you can create a Price Table with no prices.
a) Select the Prices tab and New Prices
b) On the pop-up, enter the following details:
Name
Description
Tax Rate - select Default from the dropdown
c) Review and Publish Price Table:
Click Review and check details
Click Publish & Make Active on the next page
3. Manage Visibility
a) On the Visibility tab select which Channels the Voucher will appear for and click Update
b) Only want the credit voucher to appear in refund transactions? Add this Visibility Rule:
Transaction type is Return
This will mean that this voucher product will only appear if there are return items in the basket.
4. Choose Print Rules for your Delivery Method
NOTE - You may want to create a new refund/voucher-specific Delivery Method if you'd like your customer to have certain information in their email confirmation, e.g. details of the refund and/or the voucher code.
a) On the Product page, click the Settings tab
b) Click the pencil icon on your chosen Delivery Method
5. Refund an Order to Voucher
a) On the Order page, click Refund and choose the Channel you'd like to do the sale through
b) On the payment page, click Add Products or Vouchers
c) This will take you straight to the Products page in Box Office, where you can click Refund to Voucher on the voucher product
d) This will add the Voucher item to the basket. Click Continue
e) Continue to Order Options and select the correct Delivery Method for the refund
f) Continue onto the payment page and as there's no payment to be taken, click Complete Transaction