Sell and redeem vouchers in Lodgit Desk
You want to issue and/or redeem vouchers for a certain amount of money in Lodgit Desk.
Issue a Voucher
First create an extra item "Voucher" in your extras administration (Administration > Extras & Packages).
If the voucher is paid with cash or credit card you can now create a voucher by creating a receipt (Administration > Create Receipt). If you want to personalise your voucher you can also add an recipient here.
If your voucher will be paid by wire-transfer you need to add the extra item to a booking and create a bill specifically for this extra item. Proceed as follows:
- Select and open a booking in which the purchaser of the voucher is a guest. If there is no such booking simply draw a new booking in the Reservation Schedule and add the purchaser as the main contact.
- Add the voucher to the extra items of this booking (Go to: Services > Tab "Extras/Packages" > Click on "Add extra item" > select "Voucher").
- Edit the voucher so it has the correct price and tax rate.
- Issue an invoice for the voucher via: Button "Invoice" > only drag "Voucher" into the column "items to be invoiced" > issue the invoice.
- You might have to alter your invoice texts for the voucher (tab "texts" in the invoice-window). If you issue vouchers on a regular basis you might consider adding a language set "Vouchers" to your Lodgit Desk.
- If you created a booking in step 1, this can now be deleted since the invoice will still be archived in your invoices and also be associated with the guest in the guest-management.
In order to follow up on your vouchers it is recommended you keep a list of your vouchers outside Lodgit Desk in a spread sheet (e.g. Excel).
When redeeming an issued voucher, you can either use the same extra item as when issuing a voucher, or create a separate extra item according to the same pattern.
Then add the extra item to the booking and enter the corresponding data (negative value, value-added tax of the voucher). When the invoice is created, the entire booking is then settled normally.