Creating Vouchers (Individual & Bulk)

Creating Vouchers (Individual & Bulk)

Once agencies are created, you can begin creating vouchers for students. This page covers both individual voucher creation and bulk uploads using CSV files.

1. Navigate to the All Agencies page.
2. Click on the Agency Name or use the right-side menu and select Add Vouchers.

Individual Voucher Creation

1. Select Create Voucher
   
   
2. Fill Out the Voucher Form
    

   Field	Required	Description
   Student ID or Email	Recommended	Auto-fills student info if matched with existing Bookshelf user.
   Voucher Code	✅	Unique code visible to the student in checkout.
   Dollar Amount	✅	Amount of funds assigned to the voucher.
   Start Date	Optional	Future start date delays fund availability.
   Expiration Date	✅	Required. Determines when voucher deactivates.
   Comment	Optional	Internal notes for tracking purposes.
   Notify Student	Optional	Sends voucher info to the student’s email address.

Bulk Voucher Upload

1. Select Upload Voucher List.
   
   
2. Click Choose File to upload a CSV.
3. Use the downloadable template provided to fill in voucher data.
   • Remove sample data before uploading.
4. Upon upload
   • You’ll see a summary of processed rows.
   • Includes count of successful, updated, unchanged, and failed rows.
   • A progress bar shows upload completion percentage.
     
     

Notes & Tips

• If student info is pre-filled, notify email is based on existing Bookshelf user email.
• If unmatched, student ID and/or email must be entered manually to ensure direct to student delivery.
• All vouchers must have an expiration date—maximum 1 year out.