Settings

Configure, Issue, Print and Redeem Cashback Vouchers

Cashback is not an instant reduction on the earning sale. A qualifying completed sale creates a single-use voucher for a future visit, redeemed through the same validated coupon control.

Menu path
Manage -> Marketing -> Cashback; Sales -> New Sale -> Coupon
Verified from
Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence

Live Posnic demo reviewed 2026-09-04, frontend/modules/settings_write.html Cashback tab, frontend/static/script/js/modules/js/cashback.js, frontend/static/script/js/modules/js/coupons.js till validation

Cashback settingsConfigure what earns a voucher, how long it lasts, who may redeem it and how the customer receives it.
Sale connectionThe first qualifying sale issues the voucher; a later sale redeems its code through the coupon control.

Cashback Lifecycle

StageOperator actionResult
ConfigureSet earning, cap, validity, redemption and delivery rules.A consistent branch policy.
EarnComplete a bill that reaches the minimum.Posnic creates a single-use voucher.
DeliverPrint it or send it by the selected channel.Customer receives code and expiry.
RedeemType or scan the code on a later eligible sale.Validated discount is applied once.
AuditReview Recent cashback vouchers and the saved sale.Issued and used rewards can be traced.

Configure Cashback

  1. Open Manage -> Marketing -> Cashback.
  2. Turn on Enable cashback only after the reward policy is approved.
  3. Set Cashback % and Min bill to earn.
  4. Set Max cashback to cap the voucher value; 0 means no cap.
  5. Set Valid for days. The customer must redeem before this expiry.
  6. Set Min bill to redeem for the future sale.
  7. Enable Bind to the customer when vouchers must be non-transferable.
  8. Choose Don't send (print), SMS or WhatsApp.
  9. Review the message template and its name, amount, code, currency, shop and expiry placeholders.
  10. Save cashback settings and complete a controlled qualifying sale.

Choose Binding and Delivery

  • Bind to customer for membership rewards, account-specific offers or fraud control. The same customer must be selected at redemption.
  • Leave unbound only when the business intentionally allows the voucher to be gifted.
  • Print-only produces a Code128 barcode voucher. Allow the browser print popup and check the code is readable before handing it over.
  • SMS and WhatsApp require the messaging integration and a valid customer phone number.
  • Never promise message delivery until the branch integration has been tested.

Redeem a Cashback Voucher

  1. Start the customer's later sale.
  2. Select the customer first if the voucher is bound.
  3. Type the voucher code in Coupon or scan its printed barcode.
  4. Apply it and confirm the server accepts the code, expiry, minimum bill and customer binding.
  5. Check the discount and payable total, then complete payment.
  6. Do not try the code again: cashback vouchers are single use.

Troubleshoot Cashback

  • No voucher issued: confirm cashback is enabled and the completed bill reached Min bill to earn.
  • Value looks wrong: calculate the percentage, then apply Max cashback if configured.
  • Code rejected: check expiry, Min bill to redeem, prior use and customer binding.
  • No SMS or WhatsApp: verify customer phone, selected channel and Messaging integration.
  • Print does not open: allow popups for the POS site and retry from Recent cashback vouchers.

Related Manual Pages

Settings Create and Manage Coupons Coupons are server-validated bill discounts. Operators define the offer in Marketing, then cashiers type or scan its code on New Sale and accept only the discount returned by Posnic. Customers Customers and Credit Customer records help with phone lookup, repeat sales, credit and outstanding balances, but walk-in sales remain normal. Sales Create a Sale The detailed counter workflow: find or scan items, add quick lines, choose customer, edit cart, take payment, print and verify the sale. Settings Coupons and Campaigns Coupons reduce a bill at the till, cashback creates later-use vouchers, and campaigns send messages to customer segments by SMS or WhatsApp with preview and dry-run controls.