Processing Vouchers Manually

Modified on Mon, 26 Aug 2019 at 12:53 PM

Processing Vouchers Manually

In this function you will sell a Gift Voucher to a customer then create a credit for that customer in Kounta.  As each sale is linked to the customer their credit will reduce down to $0.

These steps take you through this process.

  1. In Kounta under the category Vouchers you have four products.  Three are for the sale of a voucher and one is the Voucher Credit.  
  2. To sell a voucher, access the POS – enter your user pin code.
  3. Select the voucher product/s of either $10, $20, $50 or whichever combination of these add up to the total the customer wants to purchase.  Process this this sale as normal with payment as either cash or Smartpay. 
  4. Next, load the credit against the customers’’ account.   Create a new sale, click on Add Customer and create a new customer record for the giftee and include the voucher number – ie Peter Smith – voucher 1234. Save this record and then select the Voucher Credit product and enter the amount of the voucher in the quantity prompt field.  This will give you a sale with a negative value.  Check out and select On Account as the payment type.  You will now have loaded credit on the customers account.

  5. Each time the customer comes in to use their credit you will select the customer name and check out using the On Account payment type.  You will get a prompt confirming to place the sale On Account and will be able to see the remaining balance.
    The credit will reduce down and as each sale is put through. Once the credit is used up the account will move into a positive outstanding amount.
  6. At any time you can lookup the customers’ balance by clicking on Add Customer in an order and selecting the customers’ name.

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