Configure, Issue, Print and Redeem Cashback Vouchers

Understand the Cashback Lifecycle

Cashback is a reward for a later purchase, not a discount on the sale that earns it. After a qualifying sale commits, Posnic creates a new fixed-amount coupon with a unique CB code, one permitted use and an expiry date. That separate coupon is what the customer later types or scans at the till.

Prepare the Reward Policy

• Enable Marketing under Manage -> Features before looking for Cashback.
• Decide the earning percentage, minimum earning bill, maximum reward, validity period and minimum redemption bill before switching it on.
• Choose whether a named customer is mandatory. Binding cannot protect a Walk-in sale that has no customer ID.
• For SMS or WhatsApp, configure and test the branch's Messaging provider first and collect a valid customer phone number.
• Run a controlled earn-and-redeem test before advertising the program; the public demo resets and must not be treated as a permanent ledger.

Configure Cashback Step by Step

1. Open Manage -> Marketing -> Cashback.
2. Leave Enable cashback off while entering and checking a new rule.
3. Enter Cashback %, Min bill to earn and Max cashback.
4. Enter Valid for (days) and Min bill to redeem.
5. Turn on Bind to the customer when only the earning customer may use the voucher.
6. Choose Don't send (print only), SMS or WhatsApp under Send via.
7. Write the customer message using only the displayed placeholders: {name}, {amount}, {code}, {currency}, {shop} and {expiry}.
8. Review every value, then turn on Enable cashback.
9. Select Save cashback settings and wait for Cashback settings saved.
10. Reload the tab and confirm the saved values remain before running a test sale.

Understand Every Setting

Calculate the Voucher Value

Posnic uses the earning sale's saved sales total, multiplies it by the configured percentage, applies Max cashback when greater than zero, and rounds to two decimals. A zero result creates no voucher.

Issue a Voucher from a Qualifying Sale

1. Start New Sale and build the basket normally.
2. Select a named customer before payment when binding or message delivery is required.
3. Verify the customer phone when Send via is SMS or WhatsApp.
4. Complete payment and save the sale; held or unsaved work is not a completed earning sale.
5. Keep the Sale ID and calculate the expected reward from the final saved sale total.
6. Open Manage -> Marketing -> Cashback and inspect Recently issued for the new CB code, amount, customer, expiry and status.
7. Do not repeat the sale if the row or message is delayed. Issuing is a protected post-sale action and the original sale remains committed.

How Issuing Behaves After Save

• The sale commits first. Cashback errors are caught so they cannot fail or roll back the sale.
• Issuing is idempotent by earning sale: retrying the hook for the same Sale ID does not create a second voucher.
• Generated codes begin with CB and use six non-ambiguous letters or numbers; a timestamp fallback is used after repeated clashes.
• The generated coupon is fixed amount, active, single use, optionally customer-bound and expires after the configured number of days.
• A qualifying Walk-in sale can earn an unbound voucher, but it has no phone or customer identity for protected delivery.
• The generated coupon uses the ordinary coupon engine, including final-save revalidation and the license-wide code lookup behavior documented in Create and Manage Coupons.

Deliver or Print the Voucher

• Print opens a separate browser window and automatically starts printing; allow popups for the POS site.
• The voucher renders a Code128 barcode plus the human-readable code, fixed amount, branch name and expiry.
• Test the paper barcode with the same scanner and till used by cashiers. The code can always be typed when scanning fails.
• Printing is available only for a non-voided row in Recently issued.

Read Recently Issued

Redeem the Voucher on the Next Sale

1. Start a new later sale; never try to apply the voucher back to the earning sale.
2. Add all items and finish line edits before applying the voucher.
3. Select the same named customer first when the voucher is bound.
4. Place the cursor in Coupon, then type the CB code or scan its printed Code128 barcode.
5. Apply the code and read the server response.
6. Confirm the later bill reaches Min bill to redeem and the displayed discount matches the voucher amount, capped to the bill when necessary.
7. Open PAY only after checking the final payable total, then save the sale.
8. Verify the later receipt contains the code and discount. A second use must be rejected because the generated coupon has a total-use limit of one.

Void the Earning or Redemption Sale

• Voiding the earning sale finds its cashback issue, deactivates the generated coupon and marks the issue Voided. It can no longer be printed from the Cashback tab.
• If the customer already redeemed the voucher before the earning sale is voided, deactivation prevents future use but does not automatically undo the discount on that separate redemption sale.
• Voiding the later redemption sale follows normal coupon reversal: its redemption row is marked voided and the coupon usage counter is reduced when the coupon still exists.
• A cashback voucher deactivated because its earning sale was voided should remain invalid even if a redemption reversal later frees its usage count.
• Always retain both Sale IDs when an earning sale and a redemption sale are involved.

Branch Scope and Permissions

Controlled Test Matrix

Troubleshoot Cashback