PDF Vouchers

PDF Vouchers

Creating a voucher template

Follow the steps below to create a voucher template:

  1. Go to WooCommerce > Vouchers > Voucher Templates.
  2. Click Add Voucher Template.
  3. On the General tab, determine the template name, voucher type, whether the voucher can be redeemed online, and various formatting settings.
  4. On the Images tab, set the background image by choosing one of the default options or by uploading your own image. You can add more images to let customers choose their desired background, but they must have the same dimensions as the primary image. Field placements must match between various images, since swapping backgrounds does not reposition the voucher fields. When you create your background images, we recommend using high resolution / 300 DPI (instead of the default 72 DPI), and setting the voucher to a corresponding level.
  5. Work through the other voucher template settings to add fields to your template and determine their positioning:
  6. Logo
  7. Product Name
  8. Product SKU
  9. Product Price
  10. Product Quantity
  11. Voucher Number (required if online redemptions are enabled)
  12. Expiration Date
  13. Purchaser Name
  14. Recipient Name
  15. Recipient Email
  16. Message
  17. Barcode
Click Publish to save your template.




Creating a voucher product

After creating a voucher template, you can attach it to a product. When customers buy this voucher product, they will generate a voucher to use on any redemption product(s). Follow the steps below to create a voucher product:
  1. Go to Products and select the product in question.
  2. Check the Has Voucher box.
  3. Select your template from the Voucher Template field.
  4. Update the Tax status field based on the voucher type.
  5. Click Update.


Name Your Price products

By default, vouchers use the price you’ve set for the product or its variations as the voucher’s value. To let customers enter their own voucher values instead, you can use PDF Product Vouchers with Name Your Price by checking the Has Voucher and Name Your Price boxes.



The voucher will now use whatever the customer enters for the product price instead of the preset price. We recommend using multi-purpose voucher templates for Name Your Price products. Be sure to enable the Product Price field in the voucher template so the voucher’s value is clear!

Receiving vouchers

Once the voucher product is ordered, a pending voucher is created. The voucher will generate when the order is marked as paid (typically Processing or Completed status, depending on your Grant Access to Downloadable Products After Payment setting, found under WooCommerce > Settings > Products > Downloadable Products). Once generated, the voucher will move to active status.

At this point, the voucher purchaser will receive the voucher PDFs as attachments in the Processing Order and Completed Order emails (WooCommerce > Settings > Emails) and can find the voucher in their My Account > Vouchers area.

If the Recipient Email field is included on the voucher template, a separate email will be sent to that email address with the voucher PDF attached. This is perfect for vouchers that will be used as gifts! You can customize the Recipient Email from the WooCommerce > Settings > Emails page.

Redeeming vouchers online

Customers can redeem vouchers online during checkout by entering the voucher code in the Coupon Code field and click Apply Coupon.
  1. The cart total will be offset by the voucher value. If only part of the voucher’s value is used, it is considered partially redeemed and can be used again at a later date.
  2. The voucher value is applied after taxes are calculated, so taxes are assessed on the subtotal before the voucher is deducted.

Managing vouchers

You can manage your site’s vouchers from the WooCommerce > Vouchers page.

Adding vouchers

You can manually add a voucher for a customer, which will appear in their My Account > Vouchers area. Follow the steps below to manually add a voucher:
  1. Go to WooCommerce > Vouchers and click Add New Voucher.
  2. Select the voucher product and click Add Voucher.
  3. update the voucher details as needed.
  4. Set the Voucher Status to “Active” so the customer can use the voucher.
  5. Click Save Voucher.

















Editing vouchers

To view or edit a voucher, go to WooCommerce > Vouchers and select the voucher from the list. You can edit most voucher details from the Edit Voucher page, which is similar to the Edit Order interface.

Note: You can’t edit the voucher template, product, or value if there are any redemptions or voids added to the voucher.

If you make any changes to the voucher, be sure to regenerate the voucher PDF by selecting “Generate PDF” from the Voucher Actions menu.





Downloading vouchers

To download the voucher PDF, go to WooCommerce > Vouchers, select the voucher in question, and click View Voucher PDF.
















Redeeming vouchers

Manually redeeming vouchers

You can redeem vouchers for either their full or partial value and can redeem vouchers multiple times until their entire value is used up. To manually redeem a voucher:
Go to WooCommerce > Vouchers and either:
  1. Select the check icon in the Actions column, or
  2. Select the voucher in question and click Redeem.
  3. Enter the amount you want to redeem.
  4. Optionally enter a note/reason for the redemption.
  5. Click Redeem.

















Once a voucher has been fully redeemed (i.e. there’s no remaining value), the status will change from “Active” to “Redeemed”.




Voiding vouchers

You can void vouchers to revoke the remaining value from customer use. This is particularly useful if you’ve refunded the order where the voucher was purchased, since refunding an order doesn’t automatically update purchased vouchers. A void will always nullify the entire remaining amount and will change the status from “Active” to “Voided”.
Follow the steps below to void a voucher:

  1. Go to WooCommerce > Vouchers and either
  2. Select the X icon in the Actions column, or
  3. Select the voucher in question and click Void.
  4. Optionally enter a note/reason for the void.
  5. Click Void.