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 or package.
- If someone purchases a gift voucher for a client
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 the whole package, such a weight loss program.
You would first have in your inventory the bundles you sell and an inventory item for "Gift Voucher", then create an invoice for the amount that they paid so you can receipt the date or purchase and include the amount in your daily takings. (Patients -> Select a patient record -> From action bar, select INVOICE.)
Secondly, you would create a voucher for the value of the package\bundle of services that was purchased.
You can record a voucher 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 such as "Purchased Weight Loss Program" -> OK.
If you are creating a bundle of services at a lesser rate, it best to create the service items in inventory with the lesser rate, so that on your subsequent invoices, you can redeem part of the voucher and the values match up. Such as "Follow Up Consultation - Weight Loss".
If you need to create additional inventory items, you can create them following these steps.
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: