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Pay out voucher remaining balance

If a customer does not want to redeem the remaining value of a voucher for a service, but instead wants to have it paid out – for example in cash or by bank transfer – you can process this via a standing customer payment transaction.

You can access this area via Cash register > Process standing customer payment

Process for voucher remaining value payout

  1. Click on „Cash register" and select „Process standing customer payment".
  2. Optionally select the customer name to assign the payout to the customer file.
  3. Click on „Redeem voucher" and enter the voucher number. Details on voucher identification can be found here.
  4. Enter the amount to be paid out.
  5. Click on „Payment" and select the payment method that corresponds to the actual payout method – for example „Invoice" if the amount is transferred, or „Cash" if the money is taken from the cash register.
  6. Complete the payment transaction.
Example:
Your customer still has a voucher worth €50 remaining, but does not want to use any further services and instead wants to have the remaining value paid out. You pay her the €50 in cash and select „Cash" as the payment method in the payment transaction.

Why is the payment transaction negative?

Since no revenue is generated in this booking, but money is paid out to the customer, the payment transaction is negative. This is correct: In the daily settlement, the amount is shown as a payout and is not counted as revenue.

If the appropriate payment method (e.g. „Invoice" for bank transfers) is not yet available in your cash register, you can create it yourself under Add payment method.