Cash Voucher
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Check cash voucher information and transaction history
Learn how to check the information and transaction history of cash vouchers on the Merchant Portal.
Once a cash voucher has been created and used on the Eats365 POS, cash voucher information and transaction history becomes available on the Discount Coupon settings.
Check cash voucher information and transaction history
To check a cash voucher's information and transaction history, follow the steps below:
Merchant Portal (Classic Theme)
Delete
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Gift Card / Discount Coupon.
- Under Discount Coupon, click on Coupon.
- At the top right, click on date range. Then, select the time period that you want to include in the search results.
- To filter the search results further, click on Advanced Filtering. Then, filter the following information:
- Account - Select which account the cash voucher belongs.
- Campaign - Select which campaign the cash voucher belongs.
- Type - Select if you want to check Cash Vouchers or Discount Coupons only. To check both coupon types, select All.
- Redemption Status - Select if you want to check redeemed or unredeemed cash vouchers only. To check both, select All.
- Toggle Include Deleted Cards
to add deleted cash vouchers on the list.
- Click on Submit to confirm. A list of all cash vouchers created on the selected date range appears on the page.
- To check a cash voucher's information and transaction history, click on the sequential ID of the voucher that you want to check.
- Under Coupon Information, you can view and modify the cash voucher's settings.
- Under Transactions, you’ll find transaction information made on the cash voucher.
Merchant Portal 2.0
Delete
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Gift Card.
- Under Discount Coupon, click on Discount Coupon.
- Select the time period that you want to include in the search results.
- To filter the search results further, click on the drop-down menu next to date range. Then, filter the following information:
- Account - Select which account the cash voucher belongs.
- Campaign - Select which campaign the cash voucher belongs.
- Type - Select if you want to check Cash Vouchers or Discount Coupons only. To check both coupon types, select All.
- Redemption Status - Select if you want to check redeemed or unredeemed cash vouchers only. To check both, select All.
- Sequential ID - Enter the sequential ID of the cash voucher that you want to check.
- Toggle Include Deleted Cards
to add deleted vouchers on the list.
- Click on Submit to confirm. A list of all cash vouchers created on the selected date range appears on the page.
- To check a cash voucher's information and transaction history, click on the sequential ID of the voucher that you want to check.
- Under Coupon Information, you can view and modify the cash voucher's settings.
- Under Transactions, you’ll find transaction information made on the cash voucher.