GIFT VOUCHERS(remedial massage)

  • 2
  • Question
  • Updated 1 year ago
  • Answered
Hi, What is the best way to process and redeem gift vouchers for our remedial massage therapists. Many thanks. 
Photo of Rebecca Keating

Rebecca Keating

  • 6 Posts
  • 1 Reply Like

Posted 5 years ago

  • 2
Photo of Jamie

Jamie, Official Rep

  • 7 Posts
  • 5 Reply Likes
There are two different recommended methods to help you achieve this.

1. Using Unallocated Payments

This method requires you to know the name of the client who will be using the gift voucher. Once the gift voucher has been purchased, you will enter this purchase as an Unallocated Payment within the Patient File of the client who will be using the gift voucher, as shown below:



When using the gift voucher (or Unallocated Payment) on the date of service, you can enter this by billing or receipting the client with the gift voucher for the service, and then using Previous Credit, as shown below:

2. Creating Item Codes for Gift Vouchers

This method involves creating two Item Codes in Front Desk:

GVP – Gift Voucher Purchase
GVR – Gift Voucher Redeemed

We recommend creating a patient file called gift voucher to be used for all gift voucher purchases. When the gift voucher is purchased, you will Receipt for the GVP (Gift Voucher Purchase) code in the amount of the gift voucher.
When the client comes in to use the gift voucher, you will bill them for $0.00 to the GVR (Gift Voucher Redeemed) code, as shown in the image below:

If the purchase of the gift voucher is not attributed to a particular practitioner, but to the practice, then you can also create a practitioner file in the name of the practice to be used for gift voucher purchases specifically.

It is also recommended with this method that, if your gift vouchers are numbered, you create an Excel spreadsheet to be used alongside the Front Desk system, and when a gift voucher is redeemed, you then mark that number off on the spreadsheet.