Create a Voucher Product
Select Products on the left hand side and then New Product
Add 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)
Submit your Product
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.
Select the Prices tab and New Prices
On the pop-up, enter the following details:
Name
Description
Tax Rate - select Default from the dropdown
Review and Publish Price Table:
Click Review and check details
Click Publish & Make Active on the next page
Visibility
Channels
On the Visibility tab select which Channels the Voucher will appear for and click Update
Visibility Rules
If you only want the credit voucher to appear in Refund transactions, scroll down to the bottom of the Visibility page 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.
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.
On the Product page, click the Settings tab
Click the pencil icon on your chosen Delivery Method
Refund an Order to Voucher
On the Order page, click Actions and then Refund
Choose the Channel and Purchase Flow you'd like to do the Refund through
On the payment page, click Add Products or Vouchers
This will take you straight to the Products page in Box Office, where you can click Refund to Voucher on the voucher product
This will add the Voucher item to the basket, with the value of the Voucher reflecting the value of the original payment. Click Continue
Continue to Order Options and select the correct Delivery Method for the Refund
Continue onto the payment page and as there's no payment to be taken, click Complete Transaction
