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Click any voucher in the list to open it. The detail page is where you answer a customer’s question about their voucher: what’s on it, where it went, and what’s been spent.
Gift voucher detail page showing highlights, transactions and activity

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Highlights

Three figures sit at the top:
  • Balance - what’s left to spend
  • Issued for - what the voucher was worth when it was issued
  • Expires - the expiry date, or that it never expires

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Voucher Details

  • Code - masked to its last four characters. Use the eye icon to reveal it.
  • Purchased and Order no - where the voucher was bought, linking to the order
  • Issued, Issued by and Reason - for a voucher issued by hand
  • Voided and Void reason - where the voucher has been stopped
Alongside it, the people: the Purchaser who paid for it and the Recipient it was sent to, or a single Customer where they’re the same person.
Marzipan tells you when a code has been spent by someone other than the person it was sent to, or by several different customers. Vouchers get passed on, so this is information rather than a problem. The orders are listed under Transactions.

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Transactions

The ledger. Every movement of value on the voucher, newest first, with the amount added or taken and a link to the order it belongs to:

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Activity

The account of what happened, kept alongside the ledger. It includes any notes your team has added, so use it to record a phone call or the background to an adjustment.

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Actions

The Actions menu holds everything you can do to a voucher.

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Reveal code

Shows the full, spendable code, and offers to copy it. You’re asked why first (“Customer rang, cannot find the email”, say), and the reveal is recorded in the activity log.
Revealing is deliberately a step of its own, and never happens by accident. Everywhere else in Marzipan a code appears masked, including the email preview.

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Resend or change address

Sends the code again, straight away. Change the Send to address first if it went to the wrong place, and the greeting name with it where the code is being passed to somebody else. Every resend asks for a reason, and says on the voucher why it was sent again.

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Adjust balance

Enter an amount to add, or a negative amount to take value off. An adjustment always carries a note and always names who made it, and lands in both the ledger and the activity log.

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Void a voucher

Stops the code being spent, straight away. The balance is left where it is rather than zeroed. What a code was worth when it was stopped is exactly what a later support conversation needs to know. You’re asked for a reason, such as Chargeback on the purchasing order.
Voiding can’t be undone, and a voided voucher can’t be spent. It does still accept a refund, though: if an order that spent the code is refunded, the value goes back on, because the money went out and has to be able to come back.