Vouchers

Overview

A voucher is a coupon a customer can use at checkout — money off, a free item, an item at a fixed price, and more. You design the voucher once; Rewardly gives each customer their own copy to use.

Vouchers are one of the most flexible tools in Rewardly. Use them for welcome gifts, birthday treats, promotions, or rewards earned from stamp cards and packages.

How it works

Voucher types

When you create a voucher you pick a type, which decides what it does:

Type	What it does
Cash	A fixed amount off the bill (e.g. $5 off).
Discount	A percentage off the bill (e.g. 10% off).
Gift	A free item.
Item cash	A fixed amount off one specific item.
Item discount	A percentage off one specific item.
Free item	One or more free items chosen from a selection.
Fixed price item	A specific item sold at a price you set.
Free modifier	A free add-on/modifier (e.g. an extra shot).
Combo lowest price free	In a combo, the cheapest selected item is free.
Payment-linked	A prepaid voucher the customer pays with at checkout, like a gift card.

For a first voucher, Cash or Discount is the simplest choice.

How customers get vouchers

A voucher program is the template. Customers receive their own voucher copy through any of these routes:

• Issued automatically — e.g. a welcome voucher on joining, or a birthday voucher.
• Issued by staff at the POS (if manual issuing is allowed).
• Earned by completing a stamp card or receiving a package.
• Bought by the customer — with points or with cash.

Lifecycle

1. You create the voucher program and set its Status to Live.
2. A copy reaches a customer through one of the routes above.
3. The customer's copy has its own start date and expiry date.
4. At the POS, your cashier applies the voucher and its value comes off the bill.
5. Once used (or expired), the copy can no longer be applied.

Default setup

Bean & Brew example: a $5 off cash voucher to welcome new members.

1. In the sidebar open Loyalty & Programs → Voucher Programs, then click Create.
2. Fill in the basics:
   • Name — $5 Welcome Voucher
   • Type — Cash
   • Amount — 5
   • Channels — tick POS (where it can be used)
   • Leave Outlets empty to allow it everywhere.
3. In the advanced section set a Sale amount and Point amount — these are the prices if a customer buys the voucher. Set both to 0 for a give-away voucher.
4. Set Status to Draft, review, then switch to Live and Save.

Your voucher now exists. To hand it out, issue it from the POS, attach it to a stamp card or package, or let customers buy it.

Advanced options

Targeting specific products

The item-based types (Gift, Item cash, Item discount, Free item, Fixed price item, Free modifier) ask which products they apply to. You can select by product, by category, or by tag, and for "Free item" vouchers you can enable Mix & match so eligible items are pooled together.

Usage conditions

A voucher can require the basket to meet conditions before it can be used — for example a minimum spend, a minimum quantity, or that specific products are present. Add these under the voucher's condition list.

Limits

Field	What it does
Margin	The total number of this voucher that can ever be issued.
Personal margin	The maximum one customer can hold/buy.
Voucher limit (period)	Caps redemptions per day / week / month / year.

Scheduling & availability

Field	What it does
Validity in days	How long a copy stays valid after it's issued.
Start date / Expiry date	Fixed dates instead of a rolling validity.
Inactive days / hours	A delay before a freshly issued voucher becomes usable.
Enable time / Times	Restrict redemption to certain times of day.

Other fields

Field	What it does
Image	The voucher's picture in the member app.
Voucher Membership	Restrict the voucher to one membership tier.
Sale amount	The cash price if the customer buys the voucher.
Point amount	The points price if bought with points.
Has gift points / Gift points	Bonus points awarded when the voucher is claimed.
Show on member app	Whether customers can see the voucher in the app.
Allow manual issuing	Whether staff can hand the voucher out from the POS.
Terms / How it works	Description and terms shown to customers.
Status	Draft (inactive) or Live (active).

Payment-linked vouchers

A Payment-linked voucher works like a gift card — the customer pays with it at checkout rather than getting a discount. At the POS it appears as its own payment tile, and staff must apply the voucher portion before other payment methods.

What members & staff see

In the member app, vouchers appear in the voucher feed, split into "My" (claimed) and "Other" (available to claim). Each shows its name, code, and expiry.

At the POS, the cashier taps Voucher in the basket. With a member attached they see two tabs — Member Vouchers and Search by Code. Applied vouchers show up as discount lines in the basket total. Used or expired vouchers are greyed out.

One voucher per sale by default

By default only one voucher can be applied to a sale. This is the outlet's Stack Voucher Type setting — see Outlet Settings.

Related

• Stamp Cards and Packages — can hand out vouchers as rewards.
• Loyalty Points — points can be spent to buy vouchers.
• Outlet Settings — controls whether vouchers can stack.
• At the Counter — applying vouchers during a sale.