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user_guide:vouchers [2016/05/27 23:15] – [Set an Expiry Date for Vouchers] admin | user_guide:vouchers [2016/05/28 00:26] (current) – [Exporting a CSV list of Vouchers] admin | ||
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- | * 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: | ||
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- | * Select an Expiry Date from the calender | + | * Select an Expiry Date from the calendar |
* Click **Save**. | * Click **Save**. | ||
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- | ===== 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 ===== | ||
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- | * 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 a Pdf of Vouchers ===== | + | The password of a Single field type Voucher cannot be changed. To change |
- | The Vouchers applet allows you to export | + | |
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- | - CSV | + | |
- | ==== Export to PDF ==== | + | |
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- | * Simply click on the **Export to PDF** button | + | {{: |
- | * **Output format** Select the format | + | |
- | * **Language** Select | + | The Vouchers Window opens with a list of existing Vouchers. |
- | * **Only Selected** Optional to export only the selected | + | |
- | * When you click **OK** | + | * Click on the Voucher you want to Edit. |
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+ | * Click on the **Password** icon on the **Extra Actions** Toolbar. A panel appears. | ||
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+ | * Type in the **new password** in the given field. | ||
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+ | * Click **OK** to finish. | ||
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+ | ===== Print a PDF of Vouchers | ||
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+ | To print all or some of your existing Vouchers, you can generate a** printable .pdf file**. Follow these steps: | ||
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+ | * Click the **Vouchers icon** on the home page. The Voucher Window opens. | ||
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+ | * ** Select** the Vouchers you want to print. (If you want to print all the Vouchers you don't have to select anything). | ||
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+ | * Click on the **Advanced tab** in the Generate | ||
+ | * **SCROLL DOWN** in the panelto browse through | ||
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+ | If your browser does not support PDF, the file will be downloaded | ||
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+ | ===== Export a CSV list of Vouchers | ||
- | ===== Exporting a CSV list of Vouchers | ||
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* 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. |