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Browser - Vouchers : Finding a Voucher and Viewing Its History

Look up any voucher by number or customer name and see its full balance history

Overview

The Vouchers module is the back office for every voucher your facility sells — gift cards, refund credits, rain checks, credit books, and punchcards. Look up any voucher by number or customer name and see its full history: current balance, starting amount, and every order it was used on.

This article applies to the Browser application. For the Desktop steps, see Vouchers : View Voucher Ledger.

What the Voucher List Looks Like

Each voucher type has its own tab down the left side. The list shows Voucher No., Voucher Type, Customer Id, First/Last Name, Voucher Date, Expiration Date, Voucher Balance, and Status, with a running Totals figure at the bottom.

Narrow a long list with the search bar and the date filter — the column headers themselves aren't click-sortable in Browser.

Finding a Voucher
  1. Click Vouchers in the left navigation menu.
  2. Select the tab on the left that matches the voucher type you're looking for — Gift Vouchers, Refund Vouchers, Rain Check Vouchers, Credit Book Vouchers, or Punchcards.
  3. In the search bar, type the customer name or voucher number. You can also narrow results with the date filter.
  4. Click Search.
  5. On the voucher's row, click the ⋮ (three-dot) menu in the Action column.
  6. Select Usage to open the voucher's ledger.
  7. Review the ledger: every transaction on the voucher is listed with its date, description, amount, running balance, and order ID — and a View Order button takes you to the original sale. (Ledger columns confirmed live 2026-07-13: Id, OrderId, Date, Description, Amount, Balance, Action.)

Vouchers module — Gift Vouchers tab with search bar and results table

Voucher Ledger (Usage) popup showing balance history and order IDs

What Else Is on These Screens

The Action (⋮) menu also offers Edit, View, and Delete. On the Archived Vouchers tab it shows UnArchive instead.

Beyond the five main tabs, the module also has Membership Application Vouchers, Awards, and Archived Vouchers.

Inside the Voucher Ledger popup you'll also find Make Adjustment, Export, and a Search By Order Id field for narrowing a long history.

Look-up here is by typing. To find a voucher by swiping its card, use the Register payment screen instead.

Common Questions

A voucher isn't showing in the list — where else should I look?

Check the Archived Vouchers tab. Expired and archived vouchers move out of the main tabs and stay fully readable there.

A customer disputes their balance — how do I show them what happened?

Open Usage on the voucher. Every deduction is listed with its order ID and date, so you can walk through exactly where the money went — and the View Order button jumps straight to the original sale if they need a receipt reprinted or emailed.