How to manage complex discounts

Some tips on managing voucher discounts in posBoss.

Brent Wimmers avatar
Written by Brent Wimmers
Updated over a week ago

If you need to apply a complex voucher discount to a bill, here's some tips on what to do.

Scenario 1 - 25% off total Food bill, up to value of $35 (of total discount)

This scenario allows you to track the $$$ amount of discounts applied to your vouchers. If you don't need to track $$$, you can simply calculate and manually enter in the discount amount on the Payment screen > Discounts area.

  • Create an Account - Name it something like "Entertainment voucher", add your email address and a limit. (You will be assigning all entertainment voucher discounts to this account and settling the account periodically.)

  • In the Note section - Add "25pc off total Food bill, up to $35 max discount" 

  • Don't add a Discount to the account

  • Press Save

When voucher holding customers come up to pay for their meal:

  • Open their tab and select Pay

You could either use a calculator here or you could use the discount 25% button to check how much discount should be applied (but DON'T press the % Apply Discount button.
e.g. For a $33 bill  -  you will enter $8.25 in Partial payment and add to the account ($33 x 0.25% = $8.25) leaving $24.75 to pay. For a $150 bill or a $200 bill - you will only be entering the max discount of $35.

So, If the 25% discount is less than $35 in total, note down the discount amount. If over $35 then we will be applying $35 only.

  • Select Partial payment

  • Type in the discount amount you noted earlier or $35 (maximum) 

  • Select Accounts & Vouchers

  • Select the Entertainment Voucher Account

  • Press Assign and confirm

  • The remainder of the bill can now be paid off

Settling the Entertainment Voucher account

You should settle the account at a set time period - e.g. every month.
If you need to print off an itemised list, you will need to do a print summary before or at the time of settling the account. It cannot be done after settlement.

To settle and remove the value of the account out of posBoss, go to Settings  > Accounts and Vouchers and select the Entertainment Voucher account.
Press the Pay Account button and then use the Clear Balance payment method.

Scenario 2 - One complimentary MAIN COURSE when another MAIN COURSE of equal or greater value is purchased, up to: $30.00 value.

This scenario allows you to track the $$$ amount of discounts applied to your vouchers. If you don't need to track $$$, you can simply calculate and manually enter in the discount amount on the Payment screen > Discounts area.

  • Create an Account - Name it something like "Entertainment voucher", add your email address and a limit. (You will be assigning all entertainment voucher discounts to this account and settling the account periodically.)

  • In the Note section - Add "One complimentary MAIN COURSE when another MAIN COURSE of equal or greater value is purchased, Up to: $30.00 value." 

  • Don't add a Discount

  • Press Save

When customers come up to pay for their meal:

  • Open their tab and select Pay

  • If their food bill is less than $30 then all you need to do is select Items payment.

  • Slide the complimentary Main Meal to the right.

  • Select Accounts & Vouchers

  • Select the Entertainment Voucher Account 

  • Press Assign - Print for signature (this is your only chance to print the assignment record if you keep a paper trial)

  • Once assigned, the remainder of the tab can now be paid off - with the complimentary meal deducted.
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  • If the meal is more than $30, e.g. $33.

  • Instead of paying by item, press Partial and enter $30 into the payment calculator, then assign, print and confirm into the Entertainment voucher Account. 

  • The extra $3 will need to be settled with the rest of the tab.

Settling the Entertainment Voucher account

You should settle the account at a set time period - e.g. every month.
If you need to print off an itemised list, you will need to do a print summary before or at the time of settling the account. It cannot be done after settlement.

To settle and remove the value of the account out of posBoss, go to Settings  > Accounts and Vouchers and select the Entertainment Voucher account.
Press the Pay Account button and then use the Clear Balance payment method.

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