How can customers submit vouchers such as Active Kids, Fair Play etc. when enrolling or making payment

Many states and territories provide vouchers that incentivise participation in sports and activities.

Customers use these vouchers as a form of payment for lessons.

Below is how you can manage and collect these voucher codes in First Class.

Voucher fields

Voucher fields are available for customers to enter voucher numbers that will ultimately need verification and claiming.

In First Class, your voucher fields are available in the following places

1. Available on online bookings

2. Payment checkout pages in the customer portal

3. In the back end on the weekly view booking/enrolment screens.

Methods for collecting and claiming vouchers

Option 1

You can encourage customers to enter vouchers when completing an online booking. 

If the customer chooses to pay the full amount via debit/credit card and submits a voucher, you may choose to process the voucher and add that as a credit to the customer's account for future use.

Option 2

You can set up a conditional discount code that the customer can enter to deduct the amount the voucher is worth.

This approach is less hands-on, however, the only problem is that if the voucher is no longer valid the customer has effectively claimed a discount they are not entitled to and you will need to adjust their invoice. 

How can you identify invoices where vouchers have been submitted?

On the payment summary report, there is a column for vouchers.

This will highlight a voucher that has been submitted in association with an invoice.

Remember when using the payment summary report to adjust the enrolment date range to reflect dates that invoice will relate to in terms of enrolment. You can also filter by date initiated (the date the invoice was created)