If your customers are using childcare vouchers for their payments, you can set up your products to accept to this payment type in just a few simple steps
Enabling Childcare Vouchers in your account
Steps
1. Navigate to Home > Settings > Organisation > Accounting/Billing
Reminder: Before you can enable childcare vouchers as a checkout option in your JoinIn shop, your organisation needs to have set up pre-authorisation for offline fees.
2. Tick the checkbox to start accepting childcare vouchers as a payment method
Adding 'Childcare Vouchers' as a payment method to your products
Once you have set up pre-authorisation for the associated fees, and enabled the childcare vouchers setting, you can apply childcare vouchers as an optional payment method to individual products.
Steps
1. Navigate to Home > Settings > Products
2. Choose the product from the left-side menu
3. Expand the 'Billing and Renewal' section
4. Select the option to allow payment via childcare vouchers and click save
How your customers may their childcare voucher payments
When customers choose the option 'Yes' for 'Pay with childcare vouchers' during the checkout process, an invoice is generated that allows them to pay later using Childcare Vouchers. This option can be found in the product details as they add their selected item(s) to the shopping basket.
When the item is checked out, clicking on Pay now will generate an invoice which you can then mark as having been received offline.
Reconciling your childcare voucher invoices and marking as paid
Invoices created at checkout using the Childcare Voucher payment method will appear in Home > Sales admin > Invoices, marked with a 'Yes' in the 'Paid by childcare voucher' column:
Steps to record childcare payments as received
Note: Childcare vouchers are a type of offline payment collection.
1. Navigate to Home > Sales Admin > Invoices
2. Tick the checkbox next to the invoice
3. Click the 'Actions' dropdown at the top-right
4. Select the 'Record offline payment' option
5. Choose 'Childcare Voucher' from the dropdown
6. Fill in the details of the payment
7. Click Submit!
For the full guide on marking invoices as paid offline, click here