Gift voucher (english)

Before you start

A - Have a liquidity account to use for gift vouchers

B - Have a cottage to use for this purpose - your own or a fictional one.
      This way your creditors won’t be affected by the process

Create a gift voucher

Make a booking

• Make a booking (date, amount of nights and sales price are not important)
• Fill in the information on the person that will get the voucher
• Be aware NOT to have a check mark in front of the area “Send receipt to customers email”
  
• Complete the reservation (confirm the warning message)

Make a payment

• Go to "Customer transaction" - Click "Deposit"
• Fill in the amount matching the gift voucher
• Select a cash account - the one you will get the money from
• Click Process

Cancel the booking

• Cancel the booking
• Choose “owner won’t receive payment for this booking”
• Complete (confirm the warning message and close the window)

Make a receivable

• Go to "Customer transaction" - Click "Payout"
• Fill in the amount which you just paid as a deposit
• Select a cash account - this must be your liquidity account to use for Gift vouchers.
  
• Now the receivable amount is shown on the customer dashboard

E.g. send a document to the one that wants to give the gift voucher

Use a gift voucher

• Menu: Sales->Guests -> Search the customer
• Check the receivable on the customer dashboard - e.g. get the missing information of the customer (email, phone number...)
• Make a reservation from the customer dashboard -> complete
• Go to "Customer transaction" - Click "Deposit"
• Fill in the amount matching the gift voucher
• Select a cash account - this must be your liquidity account to use for Gift vouchers
  
• Click "Process"
• Check the balance at the customer dashboard after using the account for the gift voucher

More regarding receivables

In the menu Reporting - >Overview. In the area of Economy you find Receivables.

Here you can make a report to see all the gift vouchers in BookingStudio that haven't been used yet.