Club Type Voucher Creation

SETTINGS: CLUB VOUCHER TYPE CREATION

Article Contents: This article contains step-by-step instructions on how to create custom voucher types and map the vouchers to your chart of accounts.

Step-by-step:

Step 1: Click on the Gear Wheel icon in the top-right corner of the screen to access the settings. 

Step 2: Select ' point of sale Settings' from the left-hand menu, then click on the ' Club Voucher Type' tab across the top navigation bar.



Step 3: In the ' Club Voucher Type' tab, find the list of existing voucher types. To make changes to one of them, click the ' Edit' button, make the desired modifications, then click ' Save.'

 
 
Step 4: To create a new voucher type, click the ' Add' button. Then, enter the necessary information such as the ' Voucher Name', ' Voucher Type', the Chart of Accounts code for the income, and the expiration of funds. Finally, click " Save" to create the new voucher type.
 


Step 5: To view existing and newly created vouchers, navigate to the ' Tools' section of the point of sale and look for the ' Gift Vouchers' section.
 
    • Related Articles

    • SETTINGS: CUSTOM DISCOUNT CREATION

      Article Contents: This article contains step by step instructions on how to create a customized discount button for the register Step-by-Step: Step 1: Click on the Gear wheel Icon on the top right corner of the screen. Step 2: Click on the"Register ...
    • SETTINGS: REGISTER SETTINGS

      Article Contents: This will show you how to navigate through your register settings, as well as providing a brief description on what each setting can do for you club. Video: The video covers essential features such as printing tip receipts, adding ...
    • SETTINGS: REQUIRE EMPLOYEES TO CLOCK IN BEFORE ORDER CREATION

      Article Content: When this feature is turned ON, employees will not have the ability to start a tab until they Clock In. Step 1: Click on the top left gear wheel image, "Settings" Step 2: Click on the "Register Settings". Step 3: Check mark "Require ...
    • SETTINGS: SELLING GIFT CARDS ONLINE

      Article Contents: This article contains step-by-step instructions on how to create custom voucher types and map the vouchers to your chart of accounts. Step-by-step: Step 1: Click on Settings (gear wheel icon) in the top-right corner of the screen. ...
    • Voucher Management Access

      Article Contents: This article contains step by step instructions for enabling or disabling user role access to voucher management in the system. Step-By-Step: Step 1: Navigate to "Settings," and then select "Manage Roles." Click on the Action button ...