A voucher is a gift certificate in two flavours: Amount — it tops up the recipient's wallet — or Package — it grants a visit pass. The buyer and the recipient can be two different people; a voucher does not have to be tied to a patient up front.
The voucher code is stored only as an irreversible hash. The app shows it exactly once, on a cash sale, and there is no "show again" button. The gift-card PDF is downloaded at that same moment too.
The module is off by default.
How to do it
Switch the module on and set the validity
Settings → Memberships & vouchers, the Vouchers section. Next to the toggle you set the Voucher validity (months) — from 1 to 36, counted from the purchase. Once on, a Vouchers entry appears in the Billing menu.
Sell a voucher at reception
Sell a voucher opens a dialog with a Voucher type choice:
- Amount — you give an Amount (PLN); the sale price equals the voucher's value.
- Package — you pick a package from the catalog.
You fill in the Purchaser name and their Purchaser email, and for a gift also the recipient's details and a Personal message that goes onto the card.
In the Payment field you choose Paid at desk — the voucher becomes active straight away.
Hand over the code — this is the only moment
After a cash sale a Voucher sold dialog appears with the Voucher code, a Copy code button and Download gift card (PDF).
Sell a voucher online
Choosing Payment link instead of paying at the desk creates a link and a QR code. The voucher code does not appear on screen — the dialog says: "The voucher code is emailed to the buyer once the payment is captured." Until then the voucher carries the Awaiting payment status.
A patient can also buy a voucher themselves, from the portal, under Vouchers → Buy a voucher.
Redeem a voucher
Redeem a voucher — from the voucher list, or from the Vouchers section on the patient record. You type the Voucher code and pick the patient to credit. Heltio acknowledges with Voucher redeemed — wallet credited or Voucher redeemed — package granted.
A patient can also redeem a code themselves, in the portal.
When something does not work
This voucher code is not valid.
What this means: The code is in the wrong format, or matches no voucher issued by this clinic.
This voucher has already been redeemed.
What this means: The code was used earlier — the value is already in some patient's wallet or package.
This voucher has expired.
What this means: The validity period counted from the purchase, set in the Voucher validity field, has passed.
This voucher can no longer be voided.
What this means: The voucher has already been redeemed, or voided earlier.
Select a package for a package voucher.
What this means: The Package type was chosen without saying which package is meant.
Who has access
Clinic Admin Receptionist PractitionerSelling, redeeming and voiding a voucher are done by the administrator, reception and practitioners. The Billing → Vouchers summary — with the Outstanding liability total, the value of vouchers sold but not redeemed — is seen only by the owner and the administrator. Switching the module on and setting the validity is the administrator's job.
Related
- Patient wallet — where the value of an amount voucher lands.
- Prepaid packages — what a package voucher grants.
- Memberships — switched on from the same settings screen.
- Wallet and packages in the portal — how a patient buys and redeems a voucher themselves.
Related features
Memberships
Recurring monthly plans: a paid period grants the patient package credits or a wallet top-up. We never charge a card automatically — the patient pays each period with a fresh link, or a QR code at reception.
Patient wallet
A cash balance kept for every patient: top-ups, paying for visits and invoices from it, balance adjustments and a full transaction history. The patient sees the same wallet in the portal.
Prepaid packages
Multi-visit passes: you define them once in settings, sell them to a patient, and Heltio deducts credits as visits are settled. Validity, service coverage and the practitioner list are part of the pass definition.
Wallet and passes in the portal
The patient's money seen from the portal — balance and transaction history in My Wallet, purchased visit packages, recurring memberships and vouchers.