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Currently, when account credits or vouchers are issued, they are recorded as a sale or deposit, regardless of whether actual money was received from the client. For example, in our referral program, when a client refers a friend, the friend receives $10 off their service, and the referring client receives a $10 credit towards their next appointment. However, these credits are being recorded as though they were monetary transactions, which skews our financial reports.
To improve this process, I suggest the following:
Automated Referral System: Create an automated feature that allows clients to invite a friend directly through the system. When the referred friend completes their appointment, both the friend and the referring client would automatically receive a predetermined discount, issued as an account credit. This automation would not only simplify the referral process for our clients but also ensure that rewards are accurately tracked and applied.
Accurate Credit Tracking: When applying these credits, there should be an option to specify whether the credit is tied to an actual payment received or if it is a discount or reward. This distinction would allow for more precise financial reporting, reflecting the true nature of the transaction.
Implementing these features would greatly enhance the functionality of the referral program while ensuring that financial reports remain accurate and reliable.