Primary Business Case

An employer or organization wants to cover the fees / costs of getting their workforce certified and wants to avoid individual reimbursements to individuals. 

As of 10.0, only specific payment gateways will allow vouchers to be applied. See the Payment Gateways page. 

Step 1 - List vouchers for sale

An administrative user with the ManageProducts permission must list the Discount Voucher Codes for sale using the Admin → Products feature. 

The Product configuration collects both the purchase price (charged to buy the voucher) and the discount amount (applied against the balance when a balance is used). These do not need to be the same.

• If the purchase price is less than the discount amount then it represents a scenario in which the credentialing body is offering the fees at a discount if they are purchased in advance.
  
  
• If the purchase price is more than the discount amount then it represents a scenario in which the credentialing body attaches a surcharge or fee to use vouchers.

Step 2a - Organization purchases Vouchers using a credit card

To purchase Discount Voucher Codes with a credit card, a Member with the ViewVouchers permission should:

1. Navigate to My Account → My Vouchers
2. Click the "Purchase Vouchers" button
3. Complete the checkout process

Upon completion of a successful payment, the vouchers will be purchased and assigned to the purchasing Member.

Step 2b - Organization purchases Vouchers using a Purchase Order

To purchase Discount Voucher Codes with a Purchase Order, a Member with the ViewVouchers permission should:

1. Navigate to My Account → My Vouchers
2. Click the "Purchase Vouchers" button
3. Make note of the names, product codes, and prices of the vouchers they want to purchase
4. Send a Purchase Order and payment details to the credentialing body (This is performed offline; the creation and transmission of the PO is not handled within LearningBuilder)

Upon receipt of the PO and payment, an Administrator with the ViewMemberVouchers permission should:

1. Use Admin → Members to locate the purchasing Member
2. Click the "Vouchers" link to see the vouchers for that Member
3. Click the "Purchase Vouchers" button
4. Fill out the purchase form, but click "Record Offline Payment" instead of "Check Out"
5. Document the offline payment and then complete the purchase process

Upon completion of a successful payment, the vouchers will be purchased and assigned to the purchasing Member.

Step 3 - Organization gives voucher codes to their members

A Member with the ViewVouchers permission can view their list of purchased vouchers at the My Account → My Vouchers page.

Assignment of specific codes to specific people is performed manually, outside of LearningBuilder. To keep track of which codes were sent to which people, click the edit icon and use the notes field.

Step 4 - Members apply the voucher codes during the payment process

Discount Voucher Codes can be entered during the checkout process. As long as the voucher has not already been used, it will be entered as a credit against the outstanding balance. 

If a balance remains then the user will need to enter a credit card to continue. It the voucher fully satisfied the balance then the user will be able to continue without entering a credit card.

Reissuing Discount Voucher Codes

If a discount code is given to someone by mistake, or given to someone that cannot use it, the purchasing organization may want to give it to a different person instead.

To do this:

1. Go to My Account → My Vouchers
2. Click the "reissue" icon next to the appropriate voucher
3. Accept the confirmation prompt

Reissuing a voucher code basically marks the original code as inactive (so that it cannot be used by the original recipient) and then generates a new voucher code that can be given to the new recipient.