Vouchers in SimpleClinic are used in the following scenarios:

  • When a client makes a pre-payment for a service online, a voucher is automatically created for the amount paid to then be redeemed on the date of the consult.

  • When a patient purchases a bundle of services such as a program, package or prepays for multiple services.

Vouchers cannot be purchases as an item through online booking.

Before starting to use vouchers, to prevent doubling-up of payments in the reports, the Business Setup -> Your Clinic -> Report Settings -> Hide Vouchers in Sales Reports -> Yes -> SAVE. 

An example of how Vouchers can be used is if a patient pre-pays for a bundle of services such as an Initial and 2x Follow Ups. 

1) The bundle you are selling will need exist in the inventory under Inventory -> Items -> Add so it can be added to an invoice and charged. 

2) Once payment has been processed, you can;

3) Create a voucher for the value of the package\bundle of services that was purchased by going to Patients -> Select a patient record -> From the action bar, select Record -> Voucher -> Generate a redemption code -> Set the $ value -> The expiry will automatically be set to 3 years, but you can extend if needed -> You can include a note as to WHY the patient has the voucher -> OK.

4) Each time the patient returns to the clinic as part of their program, a new invoice must be created for you to redeem part of the voucher. If a patient has a voucher, the voucher details will appear on the invoice such as below:

5) To redeem part of the voucher, click on the blue + button in the Payments section -> Credit voucher -> OK.

Note: The reports will show the initial payment of the Voucher, but not the voucher redemptions.

Note: In Report Centre, you will find a report for "Unredeemed Vouchers" to see which patients are yet to use their vouchers.

Note: Our suggestion is to have corresponding invoice items for the discount the client is receiving at each appointment so the credit redemptions line up. 


Package A is $400 for 4x Follow Up Consults

Your consults are normally $110, so the client receives a $10 discount each appointment for prepaying for 4 appointment.

Create an item in your inventory called "Follow Up Consultation - Package A" with price of $100.

If you need to create additional inventory items, you can create them following these steps.