Adding a voucher during bill creation

Ops users can now apply a voucher while creating a bill, allowing eligible discounts to be applied directly during the billing process.

To use a voucher, it must first be configured against the relevant charge item. When that charge item is added as a line item on the bill, the associated voucher becomes available for selection and can be applied to the bill.

Applying a Voucher During Bill Creation

To apply a voucher while creating a bill:

1. Follow the steps in the article How to Create an Immediate Bill/Charge: How to Create an Immediate Bill/Charge
2. After completing Step 7, where the line items have been added to the bill, navigate to the Voucher section.
3.   Click + Add Voucher.
4. From the Line Item dropdown, select the charge item against which the voucher should be applied. The dropdown displays all charge items that have been added to the bill.
5. From the Voucher dropdown, select the voucher associated with the chosen charge item.
6. If multiple line items require discounts, repeat the process by clicking + Add Voucher and selecting the appropriate voucher for each eligible line item.
7. As each voucher is applied, the bill total is automatically recalculated to reflect the corresponding discount.
8. Continue with the remaining bill creation steps to generate the bill with the selected voucher(s) applied.

Article by Roshel Jose

Please note:

1. The JRNY platform is constantly evolving and new features and functionalities are added all the time. We are constantly updating the Knowledge Base, but some instructions and/or images you see in these articles may vary slightly from what you can see in your own environment. Get in touch with support@tomorrowsjourney.co.uk when in doubt.
2. Some features and functionalities may require configurations or additional development to work in your environment. Please speak to us if you have any questions.