I'm attempting to find an alternative to the manual way I've been trying to keep track of my customer's meal voucher credits (essentially this is "store credit"). I work in a private sector where 1/2 of my form of payment comes from meal vouchers the company that we rent from provides it's employees meal voucher tickets worth $5 each for working overtime. When the full $5 is used, we then submit these tickets once per week to the company for reimbursement. So we literally need a to track each employee's account daily. This is a 1-2 hour process daily, as I'm currently using the "notes" section in the customer directory to track this. That way I can at least pull it up and look at their balance as the customer is standing in front of me. I've read alternatives about possibly using an eGift card option, however, I don't understand if I'll be able to see their balance directly from my POS system. If not this option will be useless. Any suggestions or ideas?
@SandSCanteenLLC I would absolutely change the way you do this.
I would use open tickets as you can quickly save items under their name and add items to the check if they come in. I would set up an alternate tender to use for the 5$ tickets and collect them and then you can trade those back to the employer. If your employer needs you to bill them, you can actually put the name on an item on the open ticket when you take the order and merge those tickets and make an invoice. This would require a little more explanation, but I do it for account type billing.
Open tickets just seems to be an easier way to do this. Otherwise, I would make the company buy 5$ preloaded gift cards and recycle them. There would be an initial cost, but dang the ease of accounting.
This doesn't work for me, as I have over 400+ employees of the company I work with that currently use these tickets. There is no way I can use open tickets for this to add and take away balances as they add to their accounts and use them. This would still be a lot of manual tracking I think doing it this way. Unless I'm not understanding this suggestion.
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