Vouchers in SimpleClinic are used in the following three scenarios:


  1. 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. See this article for Invoicing appointments from pre-payment
  2. When a patient is entitled to a credit for some reason, e.g. overpaid an invoice or returned a product and created as a credit note rather than refunded.
  3. When a gift voucher is purchased for a client. Read this article  https://simpleclinic.freshdesk.com/support/solutions/articles/30000051301-how-to-create-and-redeem-a-gift-voucher-for-a-client


Vouchers cannot be purchased as an item through online booking. 


Before starting to use vouchers, to prevent doubling-up of payments in the reports, from Business Setup -> Your Clinic -> Report Settings -> Hide Vouchers in Sales Reports -> Yes -> SAVE. 


To create a patient credit and apply


1) Create a voucher for the value of the credit -> Go to Patients -> Select a patient record -> From the action bar, select Record -> Voucher -> click Generate a redemption code -> Set the $ value -> The expiry will automatically be set to 3 years, but you can extend if needed -> Prepayment needs to be set to NO-> You can include a note as to WHY the patient has the voucher ( this note will be visible to patient when ordering online)  -> SAVE 



2) To apply the credit voucher 

a) Create an invoice for the patient (you will see the amount the patient has in credit in blue) click on the blue + button in the Payments section -> Credit voucher -> OK.

b)  Alternatively the client can then use their credit voucher in online booking or online prescription ordering. See below example of a credit being applied to a product ordered from the prescription. 


Selecting the clinic credit/voucher will apply the voucher to the checkout.


If there is enough cash on the voucher to cover the whole checkout then it will go straight to paid and process normally.


If there is insufficient cash on the voucher to cover the whole checkout then payment will need to be taken for the remainder. For more info read https://simpleclinic.freshdesk.com/support/solutions/articles/30000051301-how-to-create-and-redeem-a-gift-voucher-for-a-client





Note: The reports will show the initial prepayment of the appointment as a voucher, but not the voucher redemptions.


Note: In Report Centre, you will find a report for "Unredeemed Vouchers" to see which patients are yet to use their vouchers.