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Accounts Payable Job Aid SW AP312 Creating and Using a Template Voucher About Template Vouchers If you receive multiple similar invoices from a supplier, you can set up a template voucher to improve
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How to fill out creating a template voucher
How to fill out creating a template voucher:
01
Start by deciding the purpose and design of the voucher. Consider the information that needs to be included, such as the company name, voucher value, expiration date, and any terms and conditions.
02
Use a computer program or software with voucher templates that can be customized. This will make it easier to create a professional and presentable voucher.
03
Begin by filling in the essential details, such as the company name, address, and contact information. This will ensure that recipients know where to redeem the voucher.
04
Add a unique voucher code or serial number for tracking purposes. This can help prevent fraud and ensure that each voucher is used only once.
05
Specify the voucher value or amount. This can be done either by writing the value in numbers or by choosing from preset options, such as monetary values or specific products/services.
06
Include an expiration date to encourage the timely use of the voucher. This will also help manage the voucher's validity and prevent it from being used after the specified date.
07
If applicable, include any terms and conditions that apply to the voucher. This may include restrictions on the voucher's use, such as not being applicable during certain dates or for specific products/services.
08
Consider adding a space for the recipient's name and a personalized message if desired. This can help make the voucher feel more personalized and thoughtful.
Who needs creating a template voucher?
01
Businesses or organizations that offer gift certificates or vouchers as part of their marketing or promotions.
02
Retailers looking to provide customers with a convenient and attractive way to offer discounts or incentives.
03
Event organizers or service providers who want to offer vouchers for specific products or services, such as spa treatments, event tickets, or dining experiences.
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