If parents at your club are using childcare vouchers for their payments, you can easily set up your LoveAdmin system to handle these offline transactions.
Enabling the Childcare Vouchers checkout option
Steps:
1. Navigate to 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 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
What your customers will see
To create an invoice that your customers can pay later using Childcare Vouchers, they just need to select 'yes' for the 'Pay with childcare vouchers' option during checkout and add their chosen item(s) to the basket:
Then select 'Pay Now' :
This will create an invoice linked to the user's account without requiring payment during the checkout process.
Recording these offline payments in your financial reports
Invoices created at checkout using the Childcare Voucher payment method will appear on your Invoices page, marked with a 'Yes' in the 'Paid by childcare voucher' column:
Steps to record the payment as collected in person:
1. Navigate to 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