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Dealing with vouchers and credit

The handling of vouchers (e.g. gift vouchers) and credits (e.g. consumption credits) is somewhat detailed, as some things have to be taken into account in terms of tax law. In part 1 you will find all information about vouchers and in part 2 the topic of credit for existing customers.

Part 1 - VOUCHERS

Creating a voucher:

  1. Go to OFFICE -> Settings -> Services
  2. Click on the "Add service" button and enter all the details of the voucher
  3. The tax rate must be created with 0.00% (because it is not yet clear what the customer is buying from you - training, drink, etc.)
  4. For "Show in cash register" the corresponding button should be set to "YES".

5. Sell ​​the voucher (that you have just created) in the OFFICE -> cash register area using the "Sell item" button

  • You can do this either with the payment methodCash„, „Cash cardorInvoice“ machen.
  • Here you do not need to select a contact if it is not yet clear who the recipient of the voucher is.

Redeeming the voucher:

  1. The customer (who received the voucher as a gift) comes to your studio and wants to redeem the paper voucher.
  2. You take this.
  3. If the customer does not yet exist in the contacts, please create it.
  4. Then you go to his customer file.
  5. Go to the "Balance" section.
  6. Click on the "+Add deposit" button and enter the amount.
  7. Click on "Save".
  8. Then you can tear up the paper voucher.
  9. This completes the redemption and the amount is now stored as a CREDIT for the contact.

In Part 3 you will find all the information on how this credit can now be used.

Part 2 - CREDIT

If a customer would like to deposit an amount, e.g. as a consumption credit, you can enter this directly in OptiOffice after the payment (e.g. in cash or by bank transfer):

  1. You go to his customer file.
  2. Go to the "Balance" section.
  3. Click on the "+Add deposit" button and enter the amount.
  4. Click on "Save".
  5. The amount is then deposited as a credit for the contact.

When making a cash deposit, it is always advisable to create a receipt so that the deposit is documented for both parties.

Part 3 - APPLY CREDIT

Now the customer would like to purchase a training session/drink etc... from it:

  • To do this, go to the checkout (Office-> Cashier)
  • Click "Sell Item"
  • Select the customer from the contacts.
  • Select credit (if it doesn't happen automatically).
  • Put the item in the shopping cart.
  • Complete sale.

 

Keywords: offer voucher, redeem, gift voucher, deposit credit, voucher sale, consumption credit, add credit, amount as credit for customers

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