How can I accept payments with childcare vouchers?
If your customers are using childcare vouchers for their payments, you can set up your products to accept to this payment type in just a few simple steps
Important: You must first have set up pre-authorisation for offline payments before you can enable voucher payments – more information here.
Enabling childcare vouchers within the Thrive4 platform:
- Navigate to Organisation setup > Accounting and billing
- Tick ‘Allow admin to select childcare vouchers as a payment method for individual products’
- Click ‘Save’ at the bottom of the page
Adding childcare vouchers as a payment option:
Once you have set up pre-authorisation for the associated fees, and enabled the childcare vouchers setting, you can apply childcare vouchers as an optional payment method to individual products.
- Navigate to Product management > Products
- Select a product from the left sidebar
- Open ‘Billing and renewal’ settings
- Tick ‘Allow payment via childcare vouchers’ and click ‘Save’
How your customers pay with childcare vouchers
When customers go through the shop to purchase a product which accepts vouchers as a payment method, they will be given the option to use them or not.
Reconciling invoices to be paid with childcare vouchers
When the childcare vouchers have been handed over to your organisation as payment (in person), you simply need to mark the relevant invoice as paid offline to reconcile it.
- Navigate to Sales Admin > Invoices and locate the invoice
- You can search by parent/child name in the top right
- Select the invoice using the checkbox on the left, or use the three dots on the right
- Click ‘Payment’ then ‘Record offline payment’
- In the pop-up, select ‘childcare voucher’ as the method, the amount, and the payment date
- Click ‘Confirm’