Create Settlement Type: Creditor
To be able to use coupons in your restaurant you first need to create a new settlement type "Creditor & Coupons" under Setup -> Financial -> Settlement Types. Creditors as well as Yovite Coupons will use this settlement type to map transactions in the cloud.
Setup coupon top-up
One of the most useful aspects of the settlement type creditor is the ability to spend and top-up the balance. The moment the app top-ups a creditor the sum of the balance, a special article as well the customer number and name, are charged to the standard checkout.
To be able to use this feature you first have to create the special article in the cloud. First create a new Article Group "Top-up Balance" with 0% VAT.
The second step is the creation of the article "Top-up Coupons". Switch to Master Data -> Articles and create a new entry. The article type has to be "Opt. Fr. Price&Text" so it won't be displayed in the regular order screen.
In the last step you have to setup the new article as the standard for each top-up. Important: In each restaurant only one standard article can be set. However, each restaurant can define this standard article independently. Go to Setup -> Restaurant -> Settings and scroll down to "Creditor" and set the article you just created.