Promotions User Guide

Sell a Voucher

To start:

Click on the green Manual order button from the Home or Sales page or click on the Manual order link.

Manual Order Button

a) To print a voucher out for the customer

  • Choose the offer, click on Buy
  • This will take you to the basket page
  • Click on edit to change the quantity or delete the item.
screen showing edit button
Edit Button on Basket Page
  • Add the purchaser’s details to record their information. This step is optional. Click the Continue button. 
  • Take payment. Add a reference for internal use. 
  • Click Complete order button. 
  • Click on the buttons to download and print the special offer and the purchase confirmation.

b) To send the voucher out by email via One Tree

  • Choose the offer, click on Buy
  • You will be taken to the basket page.
  • Click on Edit to change the quantity or delete the item. 
  • Select the Email delivery button.  
  • Add purchaser’s details (optional) and email address. 
  • Take payment. Add a reference for internal use. 
  • Click Complete order button. 
  • The voucher will be sent out to the purchaser.

Important: An offline payment must be taken for the voucher. Add a code or note to the reference box. This might be ‘cash’, a reference to the credit card used, the purchaser’s surname, postcode or authorisation code. 

Please ensure that Front Desk Users of the system are aware of company policy.

One Tree Gift Voucher Software Logo (White)
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