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      How to Make a Voucher Purchase

      How to Make and Manage a Voucher Purchase

      In this video, we’ll show you how to make a voucher purchase, guiding you through selecting your partner, choosing a voucher program, setting an expiration date, specifying the quantity, and adding a purchase note before finalizing the transaction. Additionally, you’ll learn how to manage the voucher, including copying and sending it to a specific user via email, changing the sender, and marking vouchers as inactive or expired. We’ll also cover how to download the invoice and receipt, as well as the voucher CSV file for easy record-keeping and distribution.

      Tap the video to pause the demo or manually advance each step. 

      How to Purchase and Manage Vouchers in Certiverse

      Purchasing a Voucher

      To purchase a voucher, follow these steps:

      1. Log in to Certiverse.
      2. Navigate to the Voucher Portal.
      3. Click on Voucher Purchases in the left menu.
      4. Click the NEW PURCHASE button.
      5. Select your Organization (it's selected by default).
      6. Choose a Partner.
      7. Select a Voucher Program.
      8. Enter the Quantity of vouchers you wish to purchase.
        • If a bulk discount applies, it will appear in grey letters to your left.
      9. Add a Note for the purchase (required).
      10. Click the PURCHASE VOUCHER button.
      11. Enter your Credit Card Information.
      12. Click the Pay button.
      13. A pop-up will appear. Click Go To Voucher Purchase to be directed to the dashboard.
      14. Wait a few minutes for a notification in your app stating:
        "The voucher request you submitted has been completed and can be viewed under Voucher Purchases in Voucher Portal - VOUCHER PAYMENT."
      15. Click the Go button to see your voucher purchase details.
      16. You will also receive an email notification confirming that the vouchers are ready.

      Features and Management

      1) Sending Voucher Codes to Candidates

      • Click Send Voucher Recipient.
      • Enter the Email Address of the recipient.
      • Click Send – and that’s it!
      • To resend, click the Envelope Icon.
      • To change the email address in case of an error, update the email and resend.
      • You can also copy the voucher code by clicking the Copy Icon.

      2) Bulk Editing Vouchers

      • Select the vouchers you wish to edit.
      • Modify the Expiration Date by selecting a new date in the calendar.
      • Change the Status (Active/Inactive) by selecting the appropriate option.
      • Click CONFIRM CHANGES.

      3) Exporting or Downloading Invoice/Receipt

      • Click the Dollar Icon to download an Invoice or Receipt.
      • Next to this button, click the Arrow Icon to export voucher data as a CSV file.
      • The exported CSV file will include the following data:
        • Voucher Code
        • Email Recipient
        • Used Status
        • Expiration Date
        • Status
        • User ID
        • Org Candidate ID
        • Used By
        • Used Date
        • Reservation Code
        • Exam Store Booking Status
        • Exam Code