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.
- Admin Creates Voucher: Generate a unique pin code with a set value
- Distribution: Share the pin with the recipient (email, print, etc.)
- User Redeems: User enters the pin in their dashboard
- Funds Credited: Amount is added to user's wallet
Creating Vouchers
Single Voucher
- Go to Vouchers > Create Voucher
- Enter voucher details:
- Amount
- Currency
- Expiry date (optional)
- Notes
- Click "Generate"
- Copy or download the pin code
Bulk Vouchers
For multiple vouchers at once:
- Go to Vouchers > Create Voucher
- Select "Bulk Generation"
- Enter quantity
- Set amount and currency
- Set expiry date
- Click "Generate All"
- Download CSV with all pins
Voucher Statuses
| Status | Description |
|---|---|
| Active | Available for redemption |
| Redeemed | Used by a user |
| Expired | Past expiry date, cannot be used |
| Cancelled | Manually 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:
- Open voucher details
- Click "Cancel Voucher"
- Confirm cancellation
- 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
- Set reasonable expiry dates
- Use secure channels for pin distribution
- Monitor for unusual redemption patterns
- Keep records of who received which vouchers
- Use bulk generation for large campaigns
- Review unredeemed vouchers periodically
Next Steps
- Deposits — Standard deposit processing
- Payment Methods — Configure deposit and withdrawal methods
- Treasury Settings — Global treasury configuration