· Section: Main Menu > Billing

· Billing Definitions

· List of Billing features

· How to create a sale:

o From the sales list

o Automatically from another plugin:

§ POS

§ Bookings

· How to edit a sale:

o From the POS

· How to pay for a sale:

o From the sales list

o From the POS

o From the client file

o From an invoice

o Since the occupation of reserves

o From the reservation list

· How to send a payment link to the client

· How to delete a sale:

o From the sales list

o From the POS

o Since the occupation of reserves

o From the reservation list

· How invoices are generated:

o Billing flow

o Invoice from other modules (Step 1 in the graph):

§ How to invoice from the Reservations module (1)

§ How to bill from the POS module (1)

o Invoice from Sales (Step 2 in the graph)

o Invoice from Collections (Step 3 in the graph)

o Invoice from Invoices (Step 4 in the chart)

o Manually

o A complete invoice from a simplified invoice

o A corrective invoice

· Viewing an invoice

· How to edit a confirmed invoice

· How to pay an outstanding invoice

· How to delete an invoice:

o From the invoice list

o From the sales list

o From the sales list going to the POS

o Completely

· Viewing the Billing Report

· Why can't I pay with a voucher?

o Due to the limitations of the bonus in its configuration

o Due to the limitations in the client file

A sale, also known as a delivery note or order, is a list of products or services that your company sells to its customers. This sale contains the customer, the product, quantity and prices... among other concepts.
The sales will be visible in your own Sales Listing . By selecting any of them you can access the details.
Sales can be created from the sales list itself. Also other plugins can create sales automatically. For example, when creating a reservation the system will internally create a sale inheriting all the useful information of the reservation. This reservation and this sale will be linked and will be synchronized if you edit any of them. The system will offer you reports to analyze all sales (paid, pending, invoiced, canceled, etc.).

A collection is the payment of any sale in cash, with a voucher or any payment method created in a personalized way by the company.
The charges will be visible in your own Charge Listing . By selecting any of them you can access the details.
Collections can be made from several places: at the POS, from the sales list, invoices or customer for example. When a collection is made from an invoice, the system will create a collection and place it in the receipts tab of the invoice .The system will offer you reports to analyze all charges (payment methods, cashier, user, etc.).

An invoice is the official document with fiscal obligation so it will contain the client, the product, the quantity, the price and the taxes.
The type of invoice is completely customized by the club but, in general, we will have simplified, complete, corrective, recapitulative and proforma invoices. Each type of invoice will have configurable parameters to act in one way or another. For example, simplified invoices cannot be left unpaid. The invoices will be visible in their own Invoice Listing . By selecting any of them you can access the details.
Invoices can be created in two ways: manually or automatically. From the list itself you can generate a new invoice, but the system can also create them automatically after each charge in reservations or POS if we have it configured that way. The system will offer you reports to analyze all the invoices (paid, pending, canceled, etc.). ).

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· Creation of sales through the listing, POS or other modules.

· Sales list and custom filters.

· Customized sales dashboards.

· Quick payment from sale.

· Possibility of sending payment link to the client.

· Dynamic pricing of prices .
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· Management of cash collections, bonuses, deposits and direct debits.

· The club can create as many payment methods as it needs.

· Online payment gateway, without commissions.

· Split payment mixing cash and bonuses, split payment by POS line or by the total.

· List of charges and custom filters.

· Customized collections dashboards.

· Be able to edit the payment method of a charge.

· The money can be returned to the client in the same or different payment method as the original .
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· Advanced billing system: simplified, complete, proforma.

· Adaptation of the type of document to any need of the club (taxes, withholdings, etc.).

· Products may have multi-taxes and withholdings.

· List of invoices and custom filters.

· Customized invoice dashboards.

· Billing report, being able to group by family, subfamily and product.

· Possibility of printing, downloading or sending by email to the client.

· Possibility of billing one type of invoice in another. For example, simplified invoice to complete invoice.

· Possibility of restoring an invoice to draft so that it can be edited or deleted. Appropriate permission is required.

· Visibility in the list of invoices of the pending amount to be paid in each of them.

· Tab in the client's profile with their invoices, and be able to operate from there.

· Possibility of editing the footer of your invoices.

· Multi-company and security that one company cannot invoice another company's products .
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· Management of purse bonds and units. The club can create as many types of bonuses as it needs.

· Price management by channel (administration/online) and client.

· Online sales option being able to segment by type of customer.

· Visibility of online bonus movements and administration.

· Ability to limit the use of the voucher according to dates, days of the week, hours, or what products you want to pay with it.

· Management of the unit price of each bonus payment for accurate statistics.

· Assignment of a label to the client in case they have an active bonus and balance.

· Mass bonus recharge (coming soon) .
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· Management of quotas with different periodicities (monthly, quarterly, etc.).

· Proration option.

· Option for automatic issuance of installments and invoices, including automatic sending by email to the client.

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Section: Main menu > Billing > Sales

· Select the New button

· Choose the desired Product

· Enter the Total (total sales price, taxes included.)

· Select the Save button . A new sale will have been created

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Section: Main menu > Billing > POS

· At this time a cart is created

· Select on the Product , or scan the barcode, or use the product finder. The product will be added to the cart

· Select the Finish button

· Choose the Payment Method or mark as Pending Payment

If you access the sales list you will see the new sale that you just created through the POS .
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Section: Main menu > Reservations > Occupancy

· Select the desired day and time

· Choose the Client

· Choose the Rate

· Select the Reserve button

If you access the sales list you will see the new sale that you just created through the occupation.

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Section: Main menu > Billing > Sales

· Search for the desired sale using the search filters

· Select in the Reference of that sale. You will access the details of the sale

· Select POS . The sale will open at the POS

· Select the Edit icon

· Edit the Quantity , Price , Discount and/or Description . The sale will be changed automatically

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Section: Main menu > Billing > Sales

· If you have the sales module activated:

· Search for the desired sale using the search filters

· Select in the Reference of that sale. You will access the details of the sale

· Select Quick payment . A pop up will open

· Choose the method of payment

· Select Accept

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Section: Main menu > Billing > Sales

· If you have the sales module activated:

· Search for the desired sale using the search filters

· Select in the Reference of that sale. You will access the details of the sale

· Select POS . The sale will open at the POS

· Select Finish

· Choose the method of payment

The sale will be paid, and an invoice will be created automatically.

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Section: Main menu > CRM > Clients

· Search and select your client's Reference . You will access your file

· Select in the Sales tab

· Locate and select the sale/s you want to pay

· You can continue in two ways:

o From the POS button:

§ Select at POS

§ The sale will open at the POS

§ Select Finish

§ You choose the payment method

o From the Quick Payment button :

§ Select Quick Payment

§ A pop up will open where you must choose the Payment Method

§ Select Accept

The invoice and the sale will be marked as paid.

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Section: Main menu > Billing > Invoices

If you have the billing module activated and the client has been billed previously:

· Search for the desired invoice and select its Reference

· Select Receipt . A payment pop up will open

· Choose the method of payment

· Write the Amount you wish to pay at that moment and select Enter to confirm the amount. By default you will see the amount pending payment

· Select Accept

The invoice and the sale will be marked as paid.

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Section: Main menu > Reservations > Occupancy

If you have the reservations module activated and this sale has been created from a reservation:

· Select the desired Reservation . You will access the details of the reservation

· You can continue in two ways:

o POS button :

§ Select at POS

§ The sale will open at the POS

§ Select Finish

§ You choose the payment method

o From the Quick Pay button :

§ Select Quick Payment

§ A pop up will open where you must choose the Payment Method

§ Select Accept

The sale and reservation will be paid, and an invoice will be created automatically.

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Section: Main menu > Reservations > List

If you have the reservations module activated and this sale has been created from a reservation.

· Search for the desired reservation using the search filters

· Select the Reference of the desired reservation. You will access the details of the reservation

· You can continue in two ways:

o POS button :

§ Select at POS

§ The sale will open at the POS

§ Select Finish

§ You choose the payment method

o From the Quick Pay button :

§ Select Quick Payment

§ A pop up will open where you must choose the Payment Method

§ Select Accept

The sale and reservation will be paid, and an invoice will be created automatically.

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Section: Main menu > Billing > Sales

With V3 you can send a payment link to your clients by email or WhatsApp so that they can pay their debts from your website without having to visit the club:

· Search and select the desired sale/s using the search filters

· Select Payment Link . A popup will open

· You can continue as follows:

o Save card . Activate this option if you want to force the customer to save (tokenize) the card. If you do not activate it, it will be up to the customer to decide whether they want to save their card for future purchases or not.

o Copy link . Select this button to copy the link to the clipboard. With the copied link you can open your email or WhatsApp and send it to the client

o Open link . Select to preview what the customer will see when they select the link above. You can also copy this link and follow the steps in the previous point

Once the customer opens the link and pays the amount owed, the sales will automatically be marked as paid.

In subsequent versions you will be able to mass send an email template to your clients and schedule the sending automatically.

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Section: Main menu > Billing > Sales

· Search for the desired sale using the search filters

· Select in the Reference of that sale. You will access the details of the sale

· Select Cancel . Two things can happen:

o If the reservation is paid... a pop-up will open for you to confirm the payment method to be returned, and select Accept

o If the reservation is not paid... a pop-up will open for you to confirm the cancellation of the sale by selecting Cancel .
A new negative sale will be generated to compensate for the line you just canceled and, if it is paid, a corrective invoice and a negative charge will be created.​

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Section: Main menu > Billing > Sales

· Search for the desired sale using the search filters

· Select in the Reference of that sale. You will access the details of the sale

· Select POS . The POS will open

· Select the cart lines you want to cancel, or ignore this step if you want to delete all cart lines

· Select the Trash icon to delete. Two things can happen:

o If the reservation is paid... a pop-up will open for you to confirm the payment method to be returned, and select Accept

o If the reservation has not been paid... a pop up will open for you to confirm the cancellation of the sale by selecting Cancel

A new negative sale will be generated to compensate for the line you just canceled and, if it is paid, a corrective invoice and a negative charge will be created.

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Section: Main menu > Reservations > Occupancy

· Select the desired Reservation . You will access the details of the reservation

· Select Cancel . Two things can happen:

o If the reservation is paid... a pop-up will open for you to confirm the payment method to be returned, and select Accept

o If the reservation has not been paid... a pop up will open for you to confirm the cancellation of the sale by selecting Cancel

A new negative sale will be generated to compensate for the line you just canceled and, if it is paid, a corrective invoice and a negative charge will be created.​

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Section: Main menu > Reservations > List

· Search for the desired reservation using the search filters

· Select the Reference of the desired reservation. You will access the details of the reservation

· Select Cancel . Two things can happen:

o If the reservation is paid... a pop-up will open for you to confirm the payment method to be returned, and select Accept

o If the reservation has not been paid... a pop up will open for you to confirm the cancellation of the sale by selecting Cancel

A new negative sale will be generated to compensate for the line you just canceled and, if it is paid, a corrective invoice and a negative charge will be created.

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In V3 manager the flow is as follows:
1. Using any of the modules downloaded in your application (reservations, installments, POS, etc.) we will automatically generate sales. That is, every time we generate a reservation in the occupancy (Tee Sheet), the system will generate a sale pending payment.
2. These automatically generated sales may be…3. Paid, which will generate an invoice automatically or…4. Billed. If they have not been paid previously, these may be paid.

Well, in V3 you can invoice in any of these 4 steps. We explain it to you below.

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Section: Main menu > Reservations > Occupancy

In V3 you can make quick payments from reservations and without having to go through the POS. In these cases, the system will choose the simplified invoice type:

· Select the Reservation pending payment in the occupancy plan. You will enter the details of the reservation

· At the top, select Quick Pay . A payment pop up will open

· Choose the desired payment method

· Select Accept . The pop up will close and create a simplified invoice

This invoice can be visible by directly accessing the Billing / Invoices list .

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Section: Main menu > POS > POS

From the POS you have the advantage that you can choose the type of invoice you want to generate:

· Access the cart you want to invoice. You can access it by creating a new one, from a sale already created previously, from the customer file, etc.

· Select Finish

· Select the Client for your invoice

· Select the Invoice Type , simplified or full invoice. If you do not choose anything, the system will choose the simplified invoice

· Select the Payment Method if you want to pay the invoice, or mark it as Pending Payment

Grades .
To generate a simplified invoice, it is not mandatory to select a client, but it is mandatory to pay the invoice. To generate a complete invoice, it is mandatory to select a customer, but it is not mandatory to pay the invoice at that time. You will see in the sales line(s) of the cart how the invoice you just created has been added. You will be able to access these invoices later from Main Menu > Billing > Invoices or from that Client's file > Invoices .

Note for multi-companies .
If you work with more than one company and add products to the POS of the same company, the series is automatically collected by the system. If you add products from several companies to the same cart, the system will throw an error. You will have to invoice the products of one company first, and then invoice those of the other company. We have in the roadmap for improvements that two invoices are issued automatically so that you do not have to do it in two steps.

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Section: Main menu > Billing > Sales

When you sell products or services from other modules, the system will automatically generate sales pending payment. All these sales are visible in Main Menu / Billing / Sales . From this list you can choose between any type of invoice, simplified or complete:

· Search and Select the sale/s you want to invoice. You can use the search filters

· You can continue in two ways:

o If you want a simplified invoice:

§ Select Quick Payment

§ A pop up will open where you must choose the Payment Method

§ Select Accept . A simplified invoice will be generated automatically

o If you want a complete invoice:

§ Select Bill

§ A pop up will open where you will have to select the Client , the Invoice Type

§ Select Accept . A complete invoice will be generated and you will automatically access its details

NOTE . If a sale was already invoiced, the system will throw an error. If what you want is to convert a simplified invoice (ticket) into a complete invoice, enter the details of that simplified invoice and from there select Invoice .

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Section: Main menu > Billing > Collections

Although it may not seem like it, invoices can also be generated from the collection list. In this case, canceling the charge. If the original collection was associated with a simplified invoice, the system will automatically issue a corrective invoice:

· Search and select in the Reference of the charge you want to cancel. You can use the search filters

· Select Cancel charge . You will get a confirmation popup

· Select Accept

The system will create a corrective invoice automatically.

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In V3 you can also generate invoices from your own list, how you can also convert existing invoices into other types of invoices or generate amendments.

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Section: Main menu > Billing > Invoices

You must have the Manual Invoices permission to perform this action:

· Select New

· Choose the Invoice Type . Here you can choose between a simplified, complete, proforma, corrective invoice... and any that the club has custom created. If you choose a simplified invoice, since a document configured in this way does not allow it, the system will force you to pay it

· Choose the Client

· Choose the Date for your invoice

· Choose the Company with which you want to issue the invoice. If you leave it empty, the system will choose the company by default

· In the bottom section, add the Product . Your description, price and taxes will be automatically added

· Edit the Quantity if you need to

· Having entered the first line, the system will show you a second line in case you want to continue repeating the procedure and add more products to the invoice

· Select Save . You will see the invoice already confirmed

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Section: Main menu > Billing > Invoices

· Search and select the reference of the simplified invoice that you want to convert into a full invoice. You will enter the details of that invoice

· In the row of buttons, select the Invoice button (or whatever name you have given to the document type). If this button does not appear, it is because it is not configured correctly so that you can perform this action. If everything is configured correctly and you select that button, a popup will open

· Select the Client to whom you want to make the complete invoice

· Select Accept . You will see the complete invoice already confirmed

NOTE . The system will have created a simplified negative invoice to compensate and not duplicate the billing.

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Section: Main menu > Billing > Invoices

When you return sales that are already invoiced, the system will automatically generate a corrective invoice. But it is also possible to generate these corrective invoices manually.

· Search and select the reference of the Invoice you want to rectify. You will enter the details of that invoice

· In the Actions button drop-down :

o select the Generate rectification option

o A new page will open with the draft of this amendment

· Select Confirm . A confirmation popup will appear

· Select Accept . You will see the corrective invoice already confirmed

NOTE . The system will have created a corrective invoice, but it will not generate negative charges. You will have to select in Receipt if you want to return the money.

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· Action buttons:

o Edit to adapt your invoice to the client

o New to create a new invoice

o Actions where you will find other less frequent actions

o Confirm to convert an invoice from draft to confirmed

o Print the paper invoice

o Download the invoice in PDF

o Send the invoice by email to the client

· Invoice header:

o invoice number

o Invoice type . You can choose between simplified, complete invoice, etc.

o Customer for this invoice

o Invoice date

o Company that will invoice

o Payment due date for this invoice

· Eyelashes:

o Lines of the concepts included in this invoice

o Files that you can attach to this invoice

o Receipts or payments associated with this invoice

o Related invoices are those that are related to this invoice, useful when there are corrective or recapitulative invoices

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Section: Main menu > Billing > Invoices

You need to have “Reset to draft” permissions to be able to do this.

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Section: Main menu > Billing > Invoices

· Search for the desired invoice and select its Reference

· Select Receipt . A payment pop up will open

· Choose the method of payment

· Write the Amount you wish to pay at that moment and select Enter to confirm the amount. By default you will see the amount pending payment

· Select Accept

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Section: Main menu > Billing > Invoices

· Search for the desired invoice and select its Reference

· In the Actions button drop-down :

o select the Generate rectification option

o A new page will open with the draft of this amendment

· Select Confirm

The corrective invoice will have been created and confirmed. Keep in mind that if the invoice was paid, a negative charge will not be generated automatically.

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Section: Main menu > Billing > Sales

· Search for the desired sale and select in its Reference

· Select Cancel

· Choose the payment method to return the money if the sale is paid

· Select Cancel

The corrective invoice will have been created and confirmed.

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Section: Main menu > Billing > Sales

· Search for the desired sale and select in its Reference

· Select POS . You will access the POS

· Select Cancel

· Choose the payment method to return the money if the sale is paid

· Select Cancel

The corrective invoice will have been created and confirmed.

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Section: Main menu > Billing > Invoices

For this action, the user must have a profile with the Delete Invoices and Reset Invoices to Draft permissions activated. Additionally, the invoice must not have associated receipts.

· Search for the desired invoice and select its Reference

· Select Reset to draft

· Select More actions

· Select Delete . A confirmation sale will appear

· Select Delete

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· Dates . Select the start date and end date . The start date, although not visible, has the time 00:00 and the end date 23:59

· Way to pay . In this section we will see the charges made in the chosen period grouped by payment methods, regardless of billing. It is important to note that collections do not have to coincide with billing as some collections may be intended to pay invoices created in the past, or they may be collections without an invoice at that time.

· Billing by family , subfamily and product . We will see:

o The codes of the families and subfamilies, and which will mark the order in which the data is displayed

o The names of the families and subfamilies

o The amounts invoiced in the chosen period

o The bases (total without taxes) invoiced during the period

o Taxes invoiced during the period

o The totals (taxes included) invoiced in the chosen period. It is important to note that this amount does not have to coincide with the total collections because we can invoice something today and leave it as pending payment

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Introduction

In this list we will see all the fees associated with our clients. It is important to mention that there is not one database for clients and another for partners. All clients of our club, and their data, will be in our client list, and in this list of quotas those clients will be associated with one of our quotas.

Before creating new quotas for our clients, we must have created the Quota Types.

As in any list, you can use the tools to better exploit your data.

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List of Features

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Section: Main menu > Billing > Fees

In this list we will see all the fees associated with our clients. It is important to mention that there is not one database for clients and another for partners. All clients of our club, and their data, will be in our client list, and in this list of quotas those clients will be associated with one of our quotas.

Before creating new subscriptions for our clients, we must have created the Subscription Types.

As in any list, you can use the tools to better exploit your data.

List of Features

Special buttons

Select an ID

Special buttons

General Section

Addons Section

Beneficiaries Section

Contracts Section

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Section: Main Menu > Clients > List > Quotas tab

NOTE . This fee will have been automatically added to the list of fees and to the client's file (fees tab). You can access the list of fees in Main Menu > Billing > Fees to edit or delete it in the future whenever you need.

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Section: Main Menu > Clients > List > Quotas tab

Introduction to addons.

An addon is like an extra to the client's main fee. buggy fee, box office fee. The invoice will then come with separate concepts, on the one hand the main fee (e.g. membership fee) and on the other the add-ons (e.g. box office).
​​Note 1 . The addons have the same frequency as the main installment. If you are going to charge the different concepts on different days, you will not be able to do it as an addon and you will have to create another installment with that extra.
​​Note 2 . Addons depend on the main quota, that is, they will be automatically canceled if the main quota is cancelled.

How to add an addon.

The addon will have been added and will be invoiced to the customer along with the main fee when receipts are issued.

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Section: Main Menu > Clients > List > Quotas tab

This section can be very useful if your club manages family and/or corporate dues.

The beneficiary will be added to the main installment along with the benefits generated by it.

NOTE . The benefits of the quota type label will be transmitted to the beneficiaries while the holder's quota is active.

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How to issue the first receipt

Section: Main Menu > Billing > Fees

Once the previous steps are completed (owner fee, addons and beneficiaries) you can continue in two ways:

In this section we are going to see the first case:

NOTE . By default the system will offer you the date range for this month. But if you want to issue receipts for a longer period, edit the dates to your liking.

The sale and invoices will change from status to paid .

NOTE . If the fee is paid by another person (for example, in the case of a member's child), the customer for that fee will be displayed in the description of the sale and the invoice so that the member can have all the items on the invoice perfectly broken down.

NOTE . V3 allows you to put comments on the invoice in each payment method . This way, when a client, for example, goes to pay an invoice by Bank Transfer , they will see these observations with instructions and account number at the bottom of their invoice. This entire process is configured once in V3 and the rest of the invoices come out with personalized observations according to the client's preferred payment method.

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How to issue receipts in bulk

Section: Main Menu > Billing > Fees

In this section we are going to see how to issue receipts to all our members/subscribers.

NOTE . If in the chosen range there are no installments for which receipts can be issued, the Accept button will be in off mode so that you cannot press it thinking that you have issued receipts. Choose a range with new dates and you will see this button change color

NOTE . If the fee is paid by another person (for example, in the case of a member's child), the customer for that fee will be displayed in the description of the sale and the invoice so that the member can have all the items on the invoice perfectly broken down.

NOTE . V3 allows you to put comments on the invoice in each payment method . This way, when a client, for example, goes to pay an invoice by Bank Transfer , they will see these observations with instructions and account number at the bottom of their invoice. This entire process is configured once in V3 and the rest of the invoices come out with personalized observations according to the client's preferred payment method.

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How receipts are billed

Section: Main Menu > Billing > Fees

It is interesting that you know how V3 works behind the scenes while you issue your installments. In this case we talk about several important points related to billing:

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How to collect a receipt manually

You can collect a bill individually or from all customers at the same time using SEPA or a tokenized card. Now let's look at the first case.

What the quota system has done by issuing receipts is to generate sales and invoices to each client like any other part of the system (reservations, POS, etc.), so you can follow the system's generic instructions to pay them in the following link https://v3manager.com/help/wikiBooks/1/Manual-de-usuario/5/Facturaci%C3%B3n#28

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How to collect receipts en masse

By issuing receipts individually or in bulk, the system will have created both sales and invoices pending payment to each customer. You can collect a receipt individually or all at once using SEPA or a tokenized card. In this section we are going to see how to collect all the receipts generated in bulk.

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How to collect bills by SEPA direct debit

Section: Main Menu > Billing > Q19

NOTE . In this same Q19 detail screen you can send a message to your clients. For example, “we are going to pass the fees, please have a balance to avoid returns.”

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How to return a receipt in Q19

Section: Main Menu > Billing > Q19

It is very likely that a client will return a receipt to you, either due to lack of balance or because they have returned it manually from their online banking. To mark in V3 that this receipt has been returned you must follow the following steps:

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How to pay a returned receipt

When a receipt is returned from Q19, what is actually happening behind the scenes is that the sale and the invoice have once again been marked as pending payment . Then, you can pay these pending sales by following the instructions in the article https://v3manager.com/help/wikiBooks/1/a/5#28

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voucher

Introduction

A voucher is a balance in favor of the client (e.g. 10 classes) to pay for specific club services.
The club can create as many vouchers as it wants and they will help them get more cash and build customer loyalty.
The vouchers can be contracted at the club reception and/or in the client area, thus saving manual processes for your team. The vouchers can be a prepayment where the client obtains better conditions, or it can be an invitation voucher to control the uses of a client. The balance and movements of these vouchers may be visible from the reception or the client from their online profile or App.

The vouchers can be in:

A very important issue to keep in mind is that the vourchers is a form of payment . This means that you do not need to create a new rate for vourchers (e.g. Private Lesson Voucher). Continuing with the previous example, what we are going to do is sell a normal class and when paying, choose the payment method Voucher . Read on to see how the system applies the appropriate rate to that reservation.

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Flow of a voucher

Below we show you how the invoices would be displayed during this flow:

Note , if you do not want to bill these, wallet top-ups at the beginning, see the Deposits option .

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Price of a product or service with a vourcher.

Normally clubs offer a better rate if you pay with a voucher. The other software manages this part in a way that forces the club to create a vourcher rate of €0 because it is assumed that we are not going to charge the client anything. This means that its production statistics are distorted since the average price will go down a lot if there are many reservations paid with a vourcher.
A very interesting feature of V3 is that, at the time of the initial recharge, the system will save the value of each unit of that vourcher. If there has been a previous recharge on that voucher for that customer, the system will recalculate the average price of each unit. When paying with that voucher, the system will ignore the original price of that reservation and replace it with this unit price. This will make you get the real value of that service. Therefore, with V3 you do not need to create a rate for services paid with vourchers (configuration and maintenance savings), you will use it as another form of payment, and you will get the price exact of that production.

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How to recharge a voucher to a client

Section: Main Menu > CRM > Customers

Unlike Golfmanager V1 where recharges are done from the POS, in V3 we will do everything from the client's file. For it:

The system will have created a sale, a collection, an invoice and will have:
- created a new voucher with that balance in case it did not have any of that type previously or, updated the client's balance with the new contracted amount. If the previous unit price was different, the system will recalculate the average price per unit.

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How to pay with a client's voucher. Pay with voucher from the reservation detail.

Section: Main Menu > Reservations > Occupancy or List

As we have already explained previously, in V3 it is not necessary to create a special rate for a vourcher. The voucher is a form of payment so we will proceed as a normal reservation by choosing the generic rate (e.g. 18-hole reservation).

The system will have created a sale, a collection, an invoice and there will be:

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How to pay with a client's voucher. Pay with a voucher from the POS.

Section: Main Menu > Reservations > Occupancy or List

The system will have created a sale, a collection, an invoice and there will be:

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Section: Main menu > Billing > Configuration > Bonus types

There are bonuses that can be used on certain dates, times and/or days of the week. To do this, check by following the following steps:

· Search for the desired type of bonus

· Select your Reference

· Verify that there is no validation in the dates, times or days of the week part

· Edit and Save if necessary

NOTE . The changes you make in this configuration will not affect the bonuses already created, so you will have to access the bonus of that specific client and modify it.

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Section: Main menu > CRM > Customers

· Access your client's file

· Select the Bonuses tab

· Verify that you have a voucher and sufficient balance. If you have it, continue…

· Select in the Reference

· Verify that there is no validation in the dates, times or days of the week part

· Edit and Save if necessary

NOTE . These changes will be made only to this client's bonus without affecting the rest.

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