This article describes different ways to create a voucher during the registration process.
A registration can contain several steps connected. Some of them involves payment of some kind. If you as a candidate have received a voucher to be used during an application process, you can use it in a payment step, instead of a credit card payment or an external payment.
TABLE OF CONTENTS
- Cancel approved candidate - creates a voucher
- Create vouchers manually
- Edit a created voucher
- Use a voucher
Cancel approved candidate - creates a voucher
If you have an approved candidate and that person, for some reason, need to cancel the approved application, you can create a voucher in this process.
This voucher can be used to pay for any future event created by your organization.
- Go to the Users/Applications, left hand menu
- Click at the application containing the actual candidate, you want to cancel
- Click at the candidate
- Click Cancel Application button
- Edit or leave the amount to refund
- Write a comment to the candidate
- Click Continue button
Create vouchers manually
Within a specific registration you can create vouchers, both for a single user as for a collection of users, used if a external organization wants to buy a number of seats for their customers/candidates.
This type of voucher(s) can only be used to pay for within this specific registration.
- Go to the Users/Applications, left hand menu
- Click at the application where to issue voucher(s).
- Go to the Tools section and select Change settings
- Click Manage Vouchers
- Click Add vouchers button
- Write a proper name, explaining the purpose of the voucher
- Keep the generated code or edit
- Capacity (1=for one candidate, X= for X number of candidates)
- Amount: write the amount
- Copy the information into a mail and send to the user(s)
Edit a created voucher
Once you have created a voucher, it end up in the voucher list. You can see if has been used. You can also edit/delete the voucher.
- Click at the Edit button for voucher you want to work with
- You can change the name
- Increase or decrease the capacity of the voucher
- Delete the voucher, clicking the Delete voucher button
Use a voucher
As an applicant you can use a voucher as a payment method, if you:
received the voucher to be used in this registration (admin fee or registration fee)
received a voucher after cancellation of an approved application from another event, from this organization
- In the example below, marked with a green circle, a link with the text I have a voucher code, click this link.
- I new window opens, write the voucher code in the section marked with Voucher code
- Press OK button, done!