This shows you the differences between two versions of the page.
Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
user_guide:vouchers [2016/05/27 23:12] – [Activate Time Vouchers upon first login] admin | user_guide:vouchers [2016/05/28 00:26] (current) – [Exporting a CSV list of Vouchers] admin | ||
---|---|---|---|
Line 111: | Line 111: | ||
* Select how long a time you want the Voucher to remain valid under the **Days available after first login**. | * Select how long a time you want the Voucher to remain valid under the **Days available after first login**. | ||
- | With this option you can allow your customer to use a** 1 Hour Voucher** for 15 minutes at a time **over four days** if you select **4** in the above mentioned field | + | With this option you can allow your customer to use a** 1 Hour Voucher** for 15 minutes at a time **over four days** if you select **4** in the above mentioned field. |
To select this option after you **already created** a Voucher: | To select this option after you **already created** a Voucher: | ||
Line 145: | Line 145: | ||
{{: | {{: | ||
- | * Select an Expiry Date from the calender | + | * Select an Expiry Date from the calendar |
To select this option after you **already created** a Voucher: | To select this option after you **already created** a Voucher: | ||
Line 164: | Line 164: | ||
{{: | {{: | ||
- | ** | ||
- | * SCROLL DOWN** to see the next item. | ||
- | | + | |
+ | |||
+ | | ||
* Click **Save**. | * Click **Save**. | ||
| | ||
- | ===== Change a Voucher' | ||
- | * To edit items; simply select one or more from the grid and click the **Edit** button to open each one on its own tab. | ||
- | * These opened Vouchers will contain three sub tabs | ||
- | * **Basic info**. This displays the current values for the settings which were gathered during creation of the voucher. | ||
- | * **Private attributes**. These values should not be changed unless you know what you are doing. | ||
- | * **Accounting data**. The current accounting data for the specified voucher. Remove this to make the voucher new again. | ||
===== Change a Voucher Password ===== | ===== Change a Voucher Password ===== | ||
- | {{: | ||
- | * To change the password of a voucher; simply select the voucher from the grid and click on the **Change password** button. | ||
- | * A dialog box will pop-up requesting the new password. | ||
- | * Specify the new password and click **OK** to commit the change. | ||
- | ===== Printing | + | The password of a Single field type Voucher cannot be changed. To change the password of a Username-Password type Voucher: |
- | The Vouchers | + | |
- | + | | |
- | | + | |
+ | {{: | ||
+ | |||
+ | The Vouchers Window opens with a list of existing Vouchers. | ||
+ | |||
+ | * Click on the Voucher you want to Edit. | ||
+ | |||
+ | * Click on the **Password** icon on the **Extra Actions** Toolbar. A panel appears. | ||
+ | |||
+ | |||
+ | {{: | ||
+ | |||
+ | * Type in the **new password** in the given field. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | * Click **OK** to finish. | ||
+ | |||
+ | |||
+ | |||
+ | ===== Print a PDF of Vouchers ===== | ||
+ | |||
+ | To print all or some of your existing Vouchers, you can generate a** printable .pdf file**. Follow these steps: | ||
+ | |||
+ | * Click the **Vouchers icon** on the home page. The Voucher Window opens. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | * ** Select** the Vouchers you want to print. (If you want to print all the Vouchers you don't have to select anything). | ||
+ | |||
+ | * Click on the **PDF icon** on the Documents toolbar | ||
+ | {{:user_guide: | ||
+ | |||
+ | | ||
+ | |||
+ | {{: | ||
+ | |||
+ | * Tick off **Only Selected** if you don't want to print all the Vouchers but just those you selected two steps up. | ||
+ | |||
+ | * Click on the **Advanced tab** in the Generate | ||
+ | | ||
+ | |||
+ | {{: | ||
+ | |||
+ | * Click **OK** to view the PDF. | ||
+ | |||
+ | If your browser does not support PDF, the file will be downloaded to your pc instead of viewed. | ||
- | ==== Export | + | ===== Export |
- | {{: | + | |
- | * Simply click on the **Export to PDF** button to bring up a dialog box that will offer you some choices. | + | |
- | * **Output format** Select the format of the PDF. RADIUSdesk supports various Avery label formats and also standard A4. | + | |
- | * **Language** Select the language of the PDF document. | + | |
- | * **Only Selected** Optional to export only the selected items. If you have not selected any items; all those items listed will be exported and this option will not be available. | + | |
- | * When you click **OK** another window will open containing the PDF. If your browser does not support showing a PDF file in the window; it will be downloaded. | + | |
- | ===== Exporting a CSV list of Vouchers | ||
- | {{: | ||
* Simply click on the **Export to CSV** button to bring up a dialog box that will offer you a choice of columns to include. | * Simply click on the **Export to CSV** button to bring up a dialog box that will offer you a choice of columns to include. | ||
* When you click **OK** your browser will download the CSV file and may offer you the option to open it with a specified program. | * When you click **OK** your browser will download the CSV file and may offer you the option to open it with a specified program. |