Loyalty & Vouchers

How to sell a gift voucher

3 min read·Beginner

Gift vouchers are a simple way to bring in money now and new customers later. In CRMit you create a voucher for the amount, take payment, send it to the recipient and redeem it against a future sale. Here is how it works.

  1. Open Gift Voucher

    From the CRMit menu on the left, open Gift Voucher. This is where you create and manage the gift vouchers you sell.

  2. Create a voucher for the amount

    Create a new gift voucher for the amount the customer wants to buy, for example a fixed value to spend with you.

  3. Take payment

    Take payment for the voucher just as you would for any sale. Once paid, the voucher is live and ready to use.

  4. Send it to the recipient

    Send the voucher to the person receiving it, so they have the details they need to redeem it.

  5. Redeem it against a future sale

    When the recipient comes to spend it, apply the voucher against their sale so its value comes off the total.

Tip: Gift vouchers bring in new customers. The person redeeming one is often visiting you for the first time, so make a good impression.

What's next

Pair gift vouchers with loyalty rewards and take the redemption at the till.

Want a hand getting set up?

Book a quick demo and we will show you how gift vouchers work from sale to redemption.