Step by step guide to ordering vouchers for multiple recipients

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The steps below show how to open your account and place an order and assign via CSV. 

Step 1

You will receive an email to let you know your account has been created. Please click the link to get started.



Step 2

Select the option at the top of your screen to create your order.



Step 3

Select the type of voucher you wish to purchase and click 'Next step'.



Step 4

Choose the voucher value from the options, or click 'Custom' to manually enter a different amount. 

Enter the quantity of vouchers you wish to purchase, and click 'Next Step'.



Step 5 

Choose the retailers you would like to include in your order. These will be the stores your recipients can choose between when claiming their voucher. 

Then click 'Next Step'.



Step 6 

Check the details in your order summary, and then add to your cart.



Step 7 

Here you can choose your payment method. To pay by invoice, choose the option as below. 

If your local authority have agreed to pay directly, please choose them from the dropdown option. 



Step 8 

Your order is now placed. Please click anywhere along the order to view it. 



Step 9 

You have three options for the distribution of vouchers. We recommend always providing a CSV file where you can - select send vouchers by providing CSV file. 



Step 10 

Click 'Download CSV template'. 



Step 11 

Please enter the required details in the table and then save the document as a CSV file (please google this if you are unsure as it varies depending on the program you are using). You do not need to provide an email address and phone number if the recipient does not have both. 



Step 12

Click 'Browse' and find your CSV file.



Step 13 

Click 'Upload File'.



IMPORTANT: If there are any errors in your CSV file, it will not upload. Please see the top tips at the bottom of the article which may explain why it is not uploading. 


Step 14

Once the page has finished processing the upload, you can then check the list before clicking 'confirm and send vouchers'. After clicking this, a drop down menu will appear for you to select to either 'Send now' or 'Send later'. This page will show you if there are any errors within your order. 



Step 15 

Please note - if selecting 'Send later', you will need to complete an additional step to select a date for the vouchers to be sent by entering the desired date and clicking 'Schedule vouchers'.



Step 15

Your vouchers have now been assigned and will send to recipients shortly. 




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