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Forex CRM / Treasury/Vouchers

Vouchers

Create and manage pin-based recharge codes for deposits.

Overview

Vouchers are pin-based recharge codes that users can redeem to deposit funds. They're useful for promotions, gifts, prepaid cards, and offline sales channels.

How Vouchers Work

┌──────────────┐     ┌──────────────┐     ┌──────────────┐     ┌──────────────┐
│ Admin Creates │────>│ Distributes  │────>│ User Redeems │────>│ Funds        │
│ Voucher with │     │ Code via     │     │ Pin Code in  │     │ Credited to  │
│ Pin & Amount │     │ Email/Print  │     │ Dashboard    │     │ User Wallet  │
└──────────────┘     └──────────────┘     └──────────────┘     └──────────────┘
⚠️
WarningDistribute voucher codes through secure channels only. Treat voucher pins like cash — anyone with the code can redeem it. Avoid sharing codes in plain text over unsecured email or public channels.
  1. Admin Creates Voucher: Generate a unique pin code with a set value
  2. Distribution: Share the pin with the recipient (email, print, etc.)
  3. User Redeems: User enters the pin in their dashboard
  4. Funds Credited: Amount is added to user's wallet

Creating Vouchers

Single Voucher

  1. Go to Vouchers > Create Voucher
  2. Enter voucher details:
    • Amount
    • Currency
    • Expiry date (optional)
    • Notes
  3. Click "Generate"
  4. Copy or download the pin code

Bulk Vouchers

For multiple vouchers at once:

  1. Go to Vouchers > Create Voucher
  2. Select "Bulk Generation"
  3. Enter quantity
  4. Set amount and currency
  5. Set expiry date
  6. Click "Generate All"
  7. Download CSV with all pins

Voucher Statuses

StatusDescription
ActiveAvailable for redemption
RedeemedUsed by a user
ExpiredPast expiry date, cannot be used
CancelledManually cancelled by admin

Managing Vouchers

Viewing All Vouchers

Navigate to Vouchers > All Vouchers to see:

  • Pin code (partially masked)
  • Amount
  • Status
  • Created date
  • Expiry date
  • Redeemed by (if used)

Voucher Details

Click on a voucher to see:

  • Full pin code
  • QR code (for easy sharing)
  • Creation details
  • Redemption details (if used)

Cancel a Voucher

To prevent an unused voucher from being redeemed:

  1. Open voucher details
  2. Click "Cancel Voucher"
  3. Confirm cancellation
  4. Status changes to "Cancelled"

QR Codes

Each voucher has a QR code that users can scan to redeem:

  • Download QR for sharing
  • Print for physical distribution
  • Include in promotional materials

Voucher Settings

Configure in Settings > Vouchers:

General Settings

  • Default currency
  • Minimum amount
  • Maximum amount
  • Default expiry period

Redemption Rules

  • One redemption per user (optional)
  • KYC requirement (optional)
  • First deposit only (optional)

Notifications

  • Email user on redemption
  • Notify admin on large redemptions

Reports

View voucher analytics in Reports > Vouchers:

  • Total created vs redeemed
  • Total value issued
  • Redemption rate
  • Popular amounts

Best Practices

  1. Set reasonable expiry dates
  2. Use secure channels for pin distribution
  3. Monitor for unusual redemption patterns
  4. Keep records of who received which vouchers
  5. Use bulk generation for large campaigns
  6. Review unredeemed vouchers periodically

Next Steps