Voucher Payments

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This option is for using vouchers as a payment type, if you wish to have the Gift Voucher functionality enabled then please email Development.



Voucher payments can be used in Sales Orders to give a money off the order total, before using this option please see the Notes below. However, before using this method a voucher bank account must be setup to track the voucher payment types and then linked to the voucher payment type as follows:

Setup the Voucher Payment Bank

Create the Bank Nominal

  1. Open an Accounts screen (show me how).
  2. Open the [ Nominal Accounts | Nominal Accounts ] tab.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right   to add a new item.
  5. In the Code column enter the Nominal Code.
  6. In the Description add a Description, for example Voucher Bank Account.
  7. In the System Type column press F4 and from the options select Bank Control Account.
  8. In the Account Type column press F4 and from the options select Company.
  9. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save changes.

Create the Bank Account

  1. Open a System Data screen (show me how).
  2. Open the [ Bank Accounts ] section.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right   to add a new item.
  5. Enter the following information:
    • Account Name: Voucher Bank Account.
    • BNominal: press F4 and select the voucher bank nominal you created above.
  6. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save changes.

Link the Voucher Payment Type to the Voucher Bank Account

  1. Open a System Data screen (show me how).
  2. Open the [ System Data | Accounts | Payment Types ] tab
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Press F3 or click the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right   to add a new item.
  5. In the Bank ID column for the Voucher payment type F4 and select the voucher bank account from the options.
  6. Tick the Auto Bank checkbox.
  7. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save changes.

Using the Voucher Payment Type

  1. Either create a new sales order or locate an existing sales order.
    Note: to edit an existing sales order, it must be in an editable stage of the [ Sales Invoice Manager ].
  2. Open the [ Sales Order | Detail | Payment ] tab.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Tick the Manual Payment check box and click OK in the warning message.
  5. For the Voucher payment:
    1. In the Payement type field press F4 and choose voucher.
    2. In the Amount field enter the value of the voucher.
  6. For the additional payments:
    1. Click on the BtnNewItemOld.jpg button above the Payment Line grid to add another payment line.
    2. In the Payement type field press F4 and choose voucher.
    3. Enter the amount for the payment into the Amount field.
  7. Repeat as required.
  8. Press Ctrl+S or click the disk icon is the button bar's SAVE button    to save the order

Notes

  1. Items returned will be credited at the full sell price, i.e. the value of the voucher will not be taken off any items being returned.


See Also

Visit KhaosWikiX at http://wiki.keystonesupport.net/wiki_kcx/ to see the following:

Contact the Khaos Team