> For the complete documentation index, see [llms.txt](https://docs.rmhpos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rmhpos.com/store-manager/manage-items/vouchers/setting-up-vouchers.md).

# Configure and add vouchers

Vouchers are stored value items such as gift cards or gift certificates. This topic describes all steps required to set up vouchers in RMH.

## (Optional) Configure the voucher expiration period

{% hint style="warning" %}
Before you set the voucher expiration period, check the laws governing voucher expiration in the jurisdiction where the store operates. In some jurisdictions, it is against the law to set expiry dates for vouchers. In other jurisdictions, there may be legal requirements for establishing voucher expiration periods and managing expired customer vouchers.
{% endhint %}

1. Click **File** | **Configuration**.
2. Click **Tender**.
3. In **Voucher Expiration**, do one of the following:

* Enter zero (0) if you do not want vouchers to expire.
* Enter the number of days that customers have to use a voucher before the voucher expires and is no longer valid.

4. Click **Save And Close**.

## Configure store rules for serial numbers

1. Click **File** | **Configuration**.
2. Click **Store Rules**.
3. Expand **Serial Number Options**.
4. Select any of the following options:

* **Allow POS serial number creation:** Select this option if you want to enable cashiers or salespeople to enter new serial numbers in POS when they sell vouchers. This option enables serial number creation, but does not require it.
* **Enforce unique serial numbers:** Select this option if you require cashiers or salespeople to enter or select unique serial numbers in POS when they sell vouchers or use vouchers to tender transactions. When this option is selected, duplicate serial numbers cannot be entered or selected.
* **Require serial number at POS:** Select this option if you require cashiers or salespeople to enter or select serial numbers in POS when they sell vouchers or use vouchers to tender transactions.

5. Click **Save And Close**.

## Configure the voucher tender type

If the store accepts vouchers as payment for transactions, you must set up a voucher tender type that cashiers or salespeople can select on the **Tender** screen in POS.

1. Click **Setup**.
2. Expand **Financial**.
3. Click **Tender Types**.
4. Click **New**.
5. For **Description**, enter a name for the voucher tender type, e.g., Voucher, Gift Card/Certificate.
6. For **Tender Code**, enter a code that identifies the voucher tender type, e.g., VC, GC.
7. From **Tender Type**, select **Voucher**.
8. From **Currency**, select **Default Currency** to use the store's default currency when redeeming vouchers.
9. (Optional) For **Maximum Amount**, enter the maximum dollar value the store will accept for the voucher tender type. For example, some stores will limit voucher redemption to $500 to reduce risk from fraud.
10. For **Display Order**, enter a number corresponding to the order in which you want the voucher tender type to display on the Tender screen in POS.
11. Enable **Prevent cashier overtendering**. This prevents cashiers or salespeople from tendering an amount that is higher than the transaction total using the voucher tender type.
12. Enable **Allow multiple entries**. This allows customers to redeem more than one voucher in a transaction.
13. Select other options, as required.
14. Click **Save And Close**.

## Add vouchers

1. Click **Merchandising**.
2. Click **Items**.
3. Click **New**.
4. Select **Standard Item** and click **OK**.
5. On the **General** tab:
   1. For the **Item Lookup Code**, enter the UPC for preprinted vouchers or enter a unique ILC for the voucher.
   2. From **Item type**, select **Voucher**.
   3. Select a **Department** and **Category**.
   4. Clear (remove) the check mark beside **Item is taxable**.
   5. (Optional) Enter a **Price** only if the voucher will be sold for that dollar amount, e.g., a preprinted $25 voucher. (If the voucher can be sold for different dollar amounts, leave the **Price** field empty and select **Must enter price at the POS** on the **Options** tab.)
   6. Enter other fields, as required.

{% hint style="info" %}
For preprinted vouchers with different face values, a good practice is to add the vouchers as separate items with different ILCs and different prices. Prepaid vouchers are not taxable. Taxes are only collected on the hard goods or services that the customer purchases using the voucher.
{% endhint %}

6. On the **Options** tab:
   1. (Optional) Select **Must enter price at the POS** if the voucher can be sold for different dollar amounts, and you want the cashier or salesperson to enter the amount in POS.
   2. Select **Item is not discountable at the POS**.

{% hint style="info" %}
It is a best practice to not discount the sale of prepaid vouchers. The customer should pay the full prepaid voucher amount.
{% endhint %}

7. On the **Voucher** tab:
   1. (Optional) Select **Item can not be returned**.
   2. Click the browse icon next to **Linked Tender** and select the voucher tender type you created earlier. This is necessary to link to the voucher item to the voucher tender type so the voucher can be redeemed.
   3. (Optional) For **Numbering**, select **Cashier entered** if you want the cashier or salesperson to enter a preprinted voucher number or serial number, or to select a voucher number or serial number from a list of available numbers when a voucher is sold.
   4. (Optional) For **Numbering**, select **Auto generated** if you want POS to automatically generate a voucher number in POS when a voucher is sold. Use the Number Format field to specify the format POS should use for voucher numbers, e.g., VCHR-###### would generate voucher numbers such as VCHR-000001, VCHR-000002, etc.

{% hint style="info" %}
If you select **Auto generated** to automatically generate voucher numbers in POS, you do not need to set up serial numbers on the **Serial** tab. When vouchers are sold in POS, the automatically generated voucher numbers are added to the **Serial** tab in the **Item** screen.
{% endhint %}

8. (Optional) On the **Serial** tab, do one of the following:

* [Enter voucher numbers or serial numbers from preprinted cards](#enter-voucher-numbers-or-serial-numbers-from-preprinted-cards)
* [Automatically generate serial numbers for vouchers](#automatically-generate-serial-numbers-for-vouchers)

{% hint style="info" %}
You should enter the numbers on the **Serial** tab after the vouchers have been received, and before they are stocked on the shelves. You should also select the **Require serial number at POS** option in the store rules. Then, when a cashier or salesperson rings up a voucher in POS, they are prompted to select the number on the preprinted card from the list of available numbers.
{% endhint %}

{% hint style="success" %}
It is not necessary to enter voucher numbers or serial numbers from preprinted cards on the **Serial** tab. You can save time by having cashiers or salespeople enter these numbers in POS instead. To set this up, select **Cashier entered** on the **Voucher** tab and make sure the **Allow POS serial number creation** and **Require serial number at POS** options are selected in the store rules. If these options are selected, when a cashier or salesperson rings up a voucher in POS, they are prompted to manually enter the number from the preprinted card. When the sale is tendered, the number entered into POS is added to the **Serial** tab in the **Item** screen.
{% endhint %}

9. Click **Save And Close**.

### Enter voucher numbers or serial numbers from preprinted cards

1. Click **New**.
2. In the **Serial Number 1** field, enter the number for the first card.
3. Click **OK**.
4. Repeat until you have entered all of the numbers for the preprinted cards.

If you are not entering voucher numbers or serial numbers from preprinted cards, or automatically generating voucher numbers in RMH, you will need to generate serial numbers in RMH. This is because vouchers must be assigned either a voucher number or a serial number. Use the procedure below to automatically generate serial numbers for vouchers, if required.

### Automatically generate serial numbers for vouchers

1. Click **New**.
2. In the **Serial Number 1** field, enter the prefix for the serial number series, e.g., VCHR-.
3. Select **Automatically generate serial numbers**.
4. For **Number to create**, enter the number of serial numbers to generate, e.g., 50.
5. Select **Start S/N 1 with** and enter the starting number for the serial number series, e.g., 100.
6. Click **OK**.

{% hint style="info" %}
RMH ignores leading zeros (0) in the **Start S/N 1, 2, 3** fields. For example, if you enter 001, the serial number series will start with 1, not 001.
{% endhint %}

## Exclude sales of prepaid vouchers from loyalty collection schedules

If the store uses RMH Loyalty Manager, it is a best practice to exclude sales of prepaid vouchers from point collection schedules. Points should only be collected when the customer purchases hard goods or services at the store.

1. In **Loyalty Manager**, click **Collection**.
2. Select an existing collection schedule.
3. Under **Rules**, click **Add**.
4. From **Rule**, select **Exclude for vouchers**.
5. Click **Save**.
6. Click **Save**.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.rmhpos.com/store-manager/manage-items/vouchers/setting-up-vouchers.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.