How to Run Reports from your Dashboard

Simply Login to your dashboard to run available reports e.g. Sales, Unredeemed vouchers, Redeemed vouchers.

Under Reporting on the main menu you will find a list of reports available to run as per below, most requested reports are as follows.

• Transactions – This report will detail all sales including Top Ups.
• Unredeemed Vouchers – This report will detail the balance remaining on any unredeemed vouchers.
• Redemption – This report will detail all vouchers that were redeemed and for what amount.

Once you have selected the report you require, you can filter your report by date range.

Simply enter the From and To date and click Search.

Once your search is complete you can click Export as CSV to view your data in Excel format for ease of viewing/filtering:

1. Open a new tab in Toast via Table Service or Quick Order

2. Click Gift Cards > Balance Inquiry
   
3. Scan the card QR code using Toast POS Camera OR Key In the Numeric code of the Card into the box > Click Done
   
4. Gift Card Balance will display
   

1. Click Gift Cards > Add Value ($)
   
   

2. Enter Top Up Value >  Click Next

   
   
   

3. Scan the card QR code using Toast POS Camera
   
   OR 

   
   Key In the Numeric code of the Card into the box
   
   > Click Done

   
   
   

4. You will now see the Add Value to this Gift Card as an item on the order Screen.
   
   If all looks good click Pay & close tab to desired payment method

   
   
    

1. Go to Payment Screen.

   If you want to pay an amount less than Balance Due (e.g. $2) then enter this custom amount where the arrow is pointing to 

   

2. Click Gift Card

3. Scan the card QR code using Toast POS Camera
   
   OR
   
   Key In the Numeric code of the Card into the box
   
   > Click Done

    

4. Confirm the payment amounts. You may be prompted to add a tip here. Confirm all amounts are correct and click Complete Payment

How to Void a Voucher Connect transaction from Lightspeed

Part A:

• From K-Series select ‘Receipts’ from the bottom navbar (1)
• Find the receipt you need to Void in the lefthand side list (2)
• Select ‘Receipt Actions’ (3)

Part B:

• Select the action you need: Reopen & Refund, Refund without Reopen or Change Payment Type
• Any of these actions will void the Voucher Connect redemption in both Lightspeed and Voucher Connect.

Part C:

• You will receive an email notification of the Void event – this will be send to the Voucher Connect account owner by email: