Browser: Register - Voucher Payment

Gift vouchers let customers use stored value as a payment method at the register. In the Browser, the Voucher Payment screen now lets you type a voucher number and click Use to load it right away, so you do not have to search and re-select to verify the voucher first. This article covers paying with a voucher at the register, plus how to create a new gift card and reload an existing one.

Before you start

Vouchers can be assigned to specific departments. A voucher assigned to one department can only be redeemed against items from that same department. A department-restricted voucher applies only against items from its own department, so matching the two is the first thing to check if a voucher will not redeem.

Paying with a voucher at the register

1. In the Register, add the items to the order.
2. Click PAY.
3. Select Gift Cards/Credit Voucher, then click Ok. The Credit Voucher Payments screen opens.
4. Type the voucher number into the Enter Voucher No field.
5. Click Use. The voucher loads instantly and fills in the Selected Voucher row with details like ID, number, customer name, voucher date, expiration date, balance, and status.
6. Click Ok to apply the payment.

If you only have the customer's name or do not know the voucher number, click Search instead of Use to search by attribute. The two other buttons on the screen are for card readers: KB accepts unencrypted swipes from a USB keyboard-style card reader, and Use Clover Reader is for swiping a physical voucher or gift card through a Clover reader.

Creating a new gift card

To sell a new gift card, go to Register → Tools → Gift Card. Enter the amount, then take payment.

If you need to assign a specific card number, for example to match a pre-printed physical card, set the number under Voucher No Specified during creation.

Reloading an existing gift card

To add money to a gift card a customer already has, go to Register → Tools → Voucher Deposit. Enter the existing gift card number and the amount you want to add, then take payment. This "reloads" the card.

The quick distinction: a brand-new card is Register → Tools → Gift Card, and topping up an existing card is Register → Tools → Voucher Deposit.

Notes

• Online gift certificates are email-only. When a customer buys a gift certificate online, the voucher confirmation is emailed to the recipient or purchaser. No physical card is mailed. Tell customers this up front so nobody waits for something in the mail.
• Proof of purchase after the sale. The original purchase email is not re-sendable, so use the receipt instead: print it, email it if the customer is tied to the order, or generate a PDF and send that. The order number is under the voucher's Usage tab in the Vouchers module.
• Accepting a gift certificate from another system. If a facility issued a gift certificate outside of Club Caddie, the system does not track it. Set up a Custom Payment Method (for example "Legacy Gift Certificate") and use it at checkout to record that payment already happened elsewhere.
• Bulk voucher creation runs through support. For a large batch — tournament prizes, a promotional run — send the details to Club Caddie support and they will run the bulk import for you.

Common questions

What balance information shows when paying with a voucher?

On the Browser Credit Voucher Payments screen, the Selected Voucher row shows the voucher's balance along with its ID, number, customer, dates, and status. In the Flex F&B App, a green strap at the top of the payment screen shows the current voucher balance and the balance after the tip is applied.

Can a voucher assigned to one department be used in a different department?

No. A department-restricted voucher redeems only against items from its own department, so match the voucher's department to where you are taking payment.

Where can I see a voucher's history?

Open the voucher in the Vouchers module and use its Usage tab, which shows the order number and redemption history for that voucher. Browser-wide voucher export is not available yet.