Viewing prepaid vouchers

This article will outline the various ways prepaid vouchers and packages can be viewed including via a report to list all clients who have outstanding prepaid vouchers. Please see the Redeeming prepaid vouchers for a service article to see how the individual prepaid vouchers can be redeemed for a service that a client has booked.

Viewing prepaid vouchers and packages

Once prepaid vouchers or packages have been created for a client, there are several ways to view them. You can view any active prepaid vouchers, and you can also view the full history of the purchases and redemption of each of the prepaid vouchers.

Steps

1. Navigate to the relevant client

2. On the Client tab go to the PrePaids or Voucher label. A summary of the remaining prepaid vouchers will already be displayed.

3. Click View PrePaids or View Vouchers link to see a summary of each individual prepaid voucher and for what service.

   1. Note that the Value column represents the Individual Value that was allocated against the service within package that this prepaid voucher came from. In this example it was a 5 x 1 hour auto driving lessons. See Creating a prepaid voucher or package article for more details.

4. Click the History tab of the client record to see a full history of each individual prepaid voucher

   1. Ensure you click the Show Deleted Records link at the bottom of the table for a full history if you're trying to put together the full list of all activities that occurred for this client

   2. A summary of all the prepaid vouchers remaining in the section is shown above the table

   3. The prepaid voucher packages have been highlighted below as an example. The top one showing it was purchased in addition to another service.

   4. You can also see which of the individual services have been paid for by a prepaid voucher. This is denoted by the small "V" next to the Paid Status.

Viewing prepaid vouchers in client liability report

Another way to view any prepaid vouchers and their associated services are via the client Liability report.

Navigate to Reports and select the Liabilities/Prepaids (or Liabilities/Vouchers) report. It will show any unused prepaids and which services they apply too, and the total value of these unused prepaids.