You can use accounts receivable vouchers for gift certificate and scholarship redemption. You can use accounts receivable vouchers in back office and public registration. For information on using automatic vouchers in public registration, see Gift Certificate Redemption in Public Registration.
The Amount Applied and Available Amount fields for a voucher are updated in real-time to display the amount that has been used (Applied) and the remaining amount (Available). These fields and columns are often used to create a voucher value report.
There is also a History tab available on the Accounts Receivable Voucher screen that shows a list of all orders the voucher has been applied.
You cannot mass create records in the Accounts Receivable Voucher screen from an outside source or from an order. You need to have a separate process for selling gift certificates and then you can use those details to create the vouchers.
Before configuring an accounts receivable voucher, you need to configure a new receivable transaction type. This transaction type is used to redeem the vouchers on orders. You only need to do this one time. Configure the following fields on the receivable transaction type as follows:
- Type - Voucher (VCH)
- Transaction Source - Where the voucher redemption occurs. For registration and service orders, select Events. For fulfillment orders, select Fulfillments, for membership orders, select Membership, etc.
After you have set up the receivable transaction type, you can create the vouchers:
- Click the Accounts Receivable Vouchers link from the Main Menu. The Accounts Receivable Vouchers screen opens.
- Click the Add button. The Add Receivable Voucher screen opens.
- Enter the necessary information:
- Reference - Unique code used as the redemption code.
- Description - Name for the voucher.
- Detail Indicator - If checked, you are able to allocate the voucher funds using specific criteria defined in the Allocation tab. Allocations prevent someone from using a voucher on an order that does not meet the criteria for the voucher. To add an allocation:
- Check the Detail Indicator check box.
- Select the Allocation tab.
- Click the Add button. The Add Allocation screen opens.
- Enter the desired allocation information.
- Click OK.
- Amount - Total value of the voucher. Select the currency of the voucher from the drop-down.
- Active - If checked, the gift voucher is active and available for use.
- Click OK.
To redeem a voucher:
- Locate the order to apply the gift certificate/scholarship.
- Add a payment to the order.
- On the Add Payment screen, enter the amount to apply to the order into the Amount field.
- Select the receivable transaction type in step 1 from the Transaction drop-down.
- Enter the reference value entered in step 4 into the Credit Card/Check field.
- Click OK. if the amount exceeds the available voucher amount, a message displays and the transaction is not applied.
Accounts Receivable Voucher Security
Creating and editing accounts receivable vouchers is controlled by the Add/Change Receivable Vouchers access privilege. Users and/or roles assigned to the privilege are allowed to add and edit accounts receivable vouchers. Any user not assigned to the privilege are not able to add or edit accounts receivable vouchers. If no users are assigned to the privilege, it is considered inactive and no users can add or edit accounts receivable vouchers.
Comments
12 comments
When will voucher redemption come to online?
0 upvotes
Hi Jason,
Vouchers as payment is available in iEBMS Registration starting in 19.7. On the iEBMS Registration Configuration screen for an event, there is an Enable Voucher Payments checkbox in the Enable section of the screen. If you check this, then voucher payments can be made when using iEBMS Registration for that event.
As of right now, voucher redemption is not on the roadmap for the next 12-24 months for other online applications.
Thanks,
Maggie
0 upvotes
Has anything changed in this area? I see how to let staff enter voucher but looking to let customer at time of order do the same for registrations.
ALSO looking for this check box:
On the iEBMS Registration Configuration screen for an event, there is an Enable Voucher Payments checkbox in the Enable section of the screen
0 upvotes
Scott- it is available for online iEBMS Registration for version 19.8 and higher (19.7 patch F)
0 upvotes
It is not yet available for "non-registration" processes.
0 upvotes
Is this available for v20 at all? Everything I see is referencing v19.
I don't see an equitable "Enable Voucher Payments" in the Payment Configurations in v20.
0 upvotes
Suggested improvement: Instead of "If the amount exceeds what is available for the voucher/certificate. a message will display and the transaction will not be applied.", have the system use what is available and then ask what form of payment would they like to use for the remaining balance.
1 upvotes
You may process Voucher application Payment transactions on v20 orders, while initial configuration and the Accounts Receivable Voucher master table remain in v19.
0 upvotes
Vouchers can be configured in v20 Receivable Transaction types
0 upvotes
I don't see a way to enable online voucher payments in v20
If you could in v19, shouldn't you be able to in v20?
0 upvotes
Pat, it is not currently available in v20 online. only the backoffice. Please create a ticket for this request and our developers will probably upgrade the priority to make this happen.
0 upvotes
This is now available in v20 and v30 with additional functionality, like applying vouchers to specific registrant types, specific accounts, etc.
0 upvotes
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