Overview
Optima gift dashboard is designed to offer you flexible ways to administer your gift voucher transfers. In this effort, Zeta lets you download the order transfer file at any point of time once you schedule a gift voucher transfer. This is useful when you want to review an existing transfer order against an uploaded payout file. Similarly, an order file gives you a detailed report of a particular transfer.
You can also download proforma invoices of scheduled transfers and actual invoices of successful transfers for the auditing or internal tracking and for the purpose of archiving as per the organization policy.
Download an Order Snapshot File
Login to the Zeta Optima platform.
From the left panel menu, go to Zeta Optima > Programs > Gift Vouchers > Transfer Orders tab. This opens up all transfers such as scheduled, completed, cancelled, stalled or failed. See various status types to know about status details.
On this page, locate the order file button against any transfer ID under the "Download" column.
Click the order file button to download the order snapshot file. This file provides necessary details on each transfer orders.
Download a Proforma Invoice
Login to the Zeta Optima platform
From “Zeta Optima” menu, go to Active Programs > Gift Voucher program > Transfer Orders tab. This opens up all transfers such as scheduled, completed, cancelled, stalled or failed. See various status types to know about status details.
On this page, locate the proforma button against any transfer ID under the "Download" column.
Click the proforma button to download the proforma invoice. In general, you view proforma invoice for scheduled transfers.
Download an Actual Invoice
Login to the Zeta Optima platform
From “Zeta Optima” menu, go to Active Programs > Gift Voucher program > Transfer Orders tab. This opens up all transfers such as scheduled, completed, cancelled, stalled or failed. See various status types to know about status details.
On this page, locate the invoice button only against completed transfers under the "Download" column. Note that this is the actual invoice link for the transfers that are marked as completed.
Click the invoice button to download the actual invoice. In general, you view this invoice for successful transfers.
You can download an actual invoice for successful or completed orders only.