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How do I cancel a coupon or a gift card?

Short answer: Open the row in the money pot list: a coupon that is still usable offers Cancel, a gift card offers Delete as long as the window shown on its record has not passed.

Steps

  1. On the Money Pot page, set the Coupons filter to Coupons only.
  2. Click the row concerned to open its record.
  3. In the Actions section, click Cancel for a coupon, or Delete for a gift card.
  4. Confirm.
You'll know it worked when: The row moves to the canceled status, and the money pot balance is credited back if it was a gift card.

What is possible, and when

Coupon Gift card
While unused Can be cancelled Can be deleted during the window shown on the record, as "Can be deleted until …"
Once used Nothing more to do Nothing more to do
Effect on the money pot Nothing to credit back, the coupon had not been debited The amount returns to the money pot

Making a canceled row disappear

A canceled row stays visible in the list. Erase all traces, offered on a canceled coupon's record, removes it for good. It is meant for issuing mistakes, and it cannot be undone.

Going further

How do I cancel a coupon or a gift card? | DAGOBA