Paying for a booking or invoice from a voucher

How it works

If a customer asks to pay with a voucher, you can take the money from the voucher yourself. Muddy takes the amount off the voucher's balance and adds it to the booking or invoice as a payment, in one step.

This works on bookings, cancellation fees, invoices and shop orders. A shop order that includes a gift card can't be paid with a voucher.

The voucher must be Active and have credit left. A voucher that has expired, or isn't valid yet, can't be used.

Paying from a voucher

1. Open the booking or invoice the customer wants to pay for.
2. In the Transactions section, click Record payment.
3. In Payment method, choose Voucher.
4. In Voucher, choose the customer's voucher. The menu lists each of their vouchers with credit left, and how much is left on it.
5. If the voucher isn't listed (for example, it's a gift voucher someone else bought them), choose Enter a code, then type the code into Voucher code.
6. Check the Amount. It's filled in with what the customer owes. If you chose a voucher from the list and its balance is less than that, it's filled in with the whole balance instead. The amount can't be more than the voucher balance or the amount owed.
7. Click Record payment.

The payment shows in the booking or invoice's Transactions list straight away. On the voucher's page, the balance goes down and the payment shows under Transactions as a Debit.

If the voucher doesn't cover everything, the rest stays outstanding. The customer can pay it another way, or you can record a second payment from another voucher.

If Record payment is greyed out, the booking or invoice can't take a payment right now, for example because it's already paid. Hover over the button to see why.

Checking a voucher's balance

Click Vouchers in the left-hand menu. The list shows each voucher's Balance and Status. Click a voucher to see its full details and every transaction.

Switching a card payment to a voucher

If a customer has already paid by card and would rather use their voucher, refund the card payment first, then pay from the voucher.

1. Check the voucher has enough credit to cover the amount. See Checking a voucher's balance.
2. Open the booking or invoice.
3. In the Transactions section, click Refund.
4. If you're asked how to process the refund, choose Refund card/voucher payments. You only see this choice when the booking or invoice also has a payment you recorded yourself, such as cash.
5. Check the Refund amount, then click Refund.
6. Wait for the refund to go through. It appears in the Transactions list on its own, usually within a minute.
7. Follow the steps in Paying from a voucher.

A card refund can't be undone. The money goes back to the customer's card. Make sure the voucher has enough credit before you refund.

Refunding a voucher payment

To give back money that was paid from a voucher, click Refund on the booking or invoice. Muddy puts the credit back on a voucher for you. You choose which voucher in your voucher settings.

1. Click Settings in the left-hand menu.
2. Click Vouchers.
3. Choose a Voucher refund policy:
   • Refund to original voucher: the credit goes back on the voucher the customer paid with, even if it has expired. If it has expired, the customer can't use the credit until you extend the voucher.
   • Refund to new voucher: Muddy creates a new voucher for the refunded amount. It uses your default voucher expiry, if you've set one.
4. Click Save.

See Creating vouchers to extend a voucher, and Sending vouchers to customers to share a new voucher with a customer.