How to create a Voucher?
Overview
Voucher Creation for Fee Payments in Meritto enables institutes to collect application or registration fees through multiple payment methods, including cash at the college counter.
Flexible Payment Options: Supports various methods, including cash payments.
Voucher Generation: Allows institutes to create vouchers for applicant fee payments.
Simplified Process: Streamlines fee collection and tracking within the system.
This ensures a smooth and efficient payment process for both applicants and institutes.
Plan & Permissions
Ensure that the Voucher Payment Option is enabled for your institute. If not, contact sales@nopaperforms.com to activate it.
Step-by-Step Guide to Create a Voucher
Creating a Voucher
Navigate to Payment Manager > Manage Voucher.
Click on Create Voucher at the top-right corner. A new tab will open.
Fill in the voucher details:
Select Institute from the dropdown.
Select Form for which the voucher is applicable.
Number of Vouchers.
(Optional) Assign a Prefix for the voucher codes.
(Optional) Enter an Error Message to display if voucher association fails.
Click Save to successfully create the voucher.
Enabling Vouchers for Specific Form Fields
If you want the voucher to apply only under specific conditions (e.g., based on State, Gender, or other form fields):
After selecting the Application Form, choose the Form Field from the dropdown.
Select the applicable Form Field Value.
Viewing and Downloading Vouchers
Navigate to Payment Manager > Manage Voucher.
Select the Institute Name to display all active forms.
Click the Settings Icon under the Action column of the desired form.
Select Details to view voucher information such as:
Voucher Code
Voucher Usage Date
To download vouchers:
Click the Settings Icon next to the form.
Select Download to get the voucher data in a .csv file.
Points to Keep in Mind
Vouchers must be associated with a valid form to be used for fee payments.
If applying vouchers based on form conditions, ensure the correct Form Field and Values are selected.
Downloaded voucher data can be used for auditing or record-keeping purposes.
Conclusion
By following these steps, you can efficiently create and manage vouchers in Meritto, offering applicants a convenient offline payment option. This feature enhances flexibility in fee collection, streamlines payment tracking, and ensures a seamless experience for both institutes and applicants.
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