With Timely, you can track and report on your gift voucher sales and redemptions. The existing reports have also been updated to include important gift voucher information. In this article, you will learn an overview of the gift voucher reports available to you. For more information on running this, see our help guide How to use the customer gift vouchers report.
Gift voucher activity report
This report breaks down your gift voucher activity by staff member, location, or gift voucher name. You can see the number of voided and not paid gift vouchers, as well as the dollar values of purchased and redeemed vouchers.
Customer gift voucher details
Customer
Date
Code
Expiry date
How to search for gift vouchers
If a client comes in with a gift voucher you can search on the code to find the details of the voucher by going to setup > gift vouchers and clicking search purchased gift vouchers.
Sales report
Gift vouchers are not included in sales figures as they are a liability until they have been redeemed and transferred into revenue for a service, product, etc. You can still get an idea of your total gift vouchers issued and redeemed for the period of the sales report though. Click the link to pop to the gift voucher activity report for more detail.
Timely note: a liability is an obligation and it is reported on a company's balance sheet. For gift vouchers, this means you are obligated to allow that customer to redeem their voucher for a set amount, and it will not be counted as revenue until it is redeemed.
How to view a customer's purchased gift vouchers
You can view any gift vouchers that a customer has purchased from their customer record. Just head to the customers page and view the give vouchers tab. For more information, see our help guide How to use the customer gift vouchers report.