For the voucher process to work properly, the appropriate Items must be set up in the system, and linked properly within the voucher setup.
Finally, create the Voucher (Package) Item. Create Voucher (Package) Item as regular POS item; however, set the Price to the total amount of the Package.
In this example, a 10 pack of lessons costs $800.00.
Enter a Name, Price and Category. Again, Category should match other Items created.
Then, click on the Voucher tab for the Item.
Designate the Item as a Voucher. Indicate whether the Voucher can be utilized by Family Members. Indicate the number of vouchers or quantity that will be included in this Voucher package. Designate the Credit Item (previously set up).
Enter an Expiration, either based on a specific date, or based on number of days from purchase.
Next, attach the Voucher Items (Redeemed) that were also previously built. To do, click the New button.
Select the Voucher Item (Redeemed), enter price, and quantity assigned. Then, click Save and Close.
Attach additional Items as necessary by repeating the above.
Once attached, Voucher Items will be listed in the Voucher grid.
Additionally, Button Options may be saved so that the Voucher Package Item is available on the POS screen.
When complete, click Save and Close.
When the Member redeems their first lesson, a separate button (for the Voucher Item (Redeemed)), is selected.
When the Item is selected, the system automatically provides a prompt/alert that the Member has an existing Voucher for the item, and asks for permission to use the Voucher.
Click Yes to use voucher, and add Item to ticket.
Note that the 1 Hour Lesson, as well as an equal credit for the item, is displayed in the ticket, and therefore, the resulting charge is $0.
After closing out the ticket, the system will automatically deduct (1) voucher from the original quantity purchased(10), leaving (9) available for future use.
Upon next visit, the prompt/alert will again appear, and will reflect that (1) voucher has been utilized, leaving (9) available for use.
If Member would like the Item, but would not like to use a Voucher for this lesson and instead would like to purchase the lesson outright, click No to add item to ticket, without using a voucher.
Close ticket based on Member payment preferences.