Vouchers

The Vouchers tab on a member's profile lets you manage monetary credits for that member. Vouchers are automatically applied to transactions, reducing what the member needs to pay. Common uses include welcome discounts, promotional credits, or compensation for service interruptions.

How vouchers work

A voucher is a balance of monetary credit assigned to a member. When a transaction is generated (for example, a monthly membership charge), Omoplata checks whether the member has any active vouchers that can be applied. If a voucher matches, the system automatically creates an offset that reduces the amount due.

Each voucher tracks its own balance. As it is applied to transactions, the remaining amount decreases. Once the balance reaches zero, the voucher is fully consumed.

Creating a voucher

Click the Add voucher button on the Vouchers tab to open the creation form. The form includes:

• Name -- A label describing the voucher (for example, "Welcome discount", "Referral bonus", "Compensation June").
• Amount -- The total monetary value of the voucher.
• Max amount per period -- An optional limit on how much of the voucher can be applied in a single billing period. This is useful for spreading a larger credit across multiple months instead of consuming it all at once.
• Allowed usages -- Which types of transactions the voucher can be applied to:
  • Membership -- Regular membership charges.
  • Fee -- Additional fees (for example, sign-up fees or late payment fees).
  • Product sale -- Shop purchases.
• Starts at -- An optional date when the voucher becomes active. If not set, the voucher is active immediately.
• Expires at -- An optional expiration date. After this date, the voucher can no longer be applied even if it has remaining balance.

Viewing vouchers

The Vouchers tab lists all vouchers for the member. Each entry shows:

• The voucher name
• The start amount (original value)
• The remaining amount (current balance)
• The number of usages (how many transactions it has been applied to)
• The max amount per period (if set)
• The allowed usage types
• The start and expiration dates (if set)

Editing a voucher

Click a voucher to update its details. You can change the name, amount, max amount per period, allowed usages, and date range. When the amount is updated, the remaining balance is reset to the new amount.

Deleting a voucher

Click the delete button on a voucher to remove it. A confirmation dialog appears before the voucher is permanently deleted.

Automatic application

Vouchers are applied automatically when transactions are generated. The system checks each active voucher against new transactions and applies credits where the usage type matches. You do not need to manually apply vouchers to individual charges.

The application follows these rules:

1. The voucher must be active.
2. The current date must be within the voucher's start and expiration dates (if set).
3. The transaction type must be in the voucher's allowed usages.
4. The applied amount is limited by the max amount per period (if set) and the remaining balance.