Business: gift vouchers and client wallet

This update adds new gift-voucher and client-wallet functionality to Business. You can now create and sell voucher products, track issued codes, load their value into the client wallet, and let clients use that balance in later sales. Around that flow, we also added new reports plus clearer tax, commission, and permissions setup.

✨ In short

• Business navigation now includes a dedicated "Vouchers" section with separate screens for "Vouchers" and "Issued vouchers".
• You can now sell gift vouchers, track issued codes, and load their value into the client wallet.
• The new flow brings together "Sell voucher", "Find voucher", "Client wallet top-up", and payment with "Wallet balance".
• "Reports" now includes "Wallet balances", "Wallet movements", "Issued vouchers", "Vouchers by status", and "Vouchers by voucher".
• Commissions can now be configured more clearly for memberships and vouchers.
• Tax and staff-permissions setup is now clearer around this new workflow.

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🎁 New functionality: vouchers and client wallet

Business now includes a dedicated gift-voucher and client-wallet workflow.

Business navigation now includes:

• "Vouchers" for the voucher products you sell;
• "Issued vouchers" for the vouchers that were already sold and now have their own codes.

This functionality is not limited to a separate module. It is also available from the client profile, the sale flow, and the reports area, which gives businesses a more complete flow for selling value today and letting clients use it later, instead of treating vouchers as just another product line.

The new flow includes:

• "Sell voucher" from the client profile and voucher list;
• "Find voucher" for fast lookup by code;
• loading voucher value into the client wallet;
• payment with "Wallet balance" when the client has available balance.

That creates a new closed loop:

1. create and sell a voucher product;
2. let the system issue a code and track it in "Issued vouchers";
3. load the value into the client's wallet when needed;
4. use that available balance later as payment in sales.

📊 New reports for vouchers and client wallet

"Reports" now includes a new group of screens for better visibility around client wallet activity, issued vouchers, and the value moving between them.

New client wallet reports:

• "Wallet balances" for current client wallet balances;
• "Wallet movements" for wallet transaction history.

New voucher reports:

• "Issued vouchers";
• "Vouchers by status";
• "Vouchers by voucher".

These reports make it easier to see:

• which clients currently have available balance;
• how that balance changed over time;
• how many vouchers are active, redeemed, or expired;
• which voucher products perform best.

We also added more useful payment context in sales:

• the sales list now shows "Remaining amount";
• this helps when following partially paid sales and installment workflows.

💸 More detailed commissions for memberships and vouchers

The commissions area is now aligned better with this new flow as well.

In "Commission settings" there are now separate sections for:

• "Membership Commissions";
• "Voucher Commissions".

That means you are no longer limited to only general rules for services, inventory, and default commissions. You can now configure commission logic more clearly for membership sales and voucher sales as separate cases.

There are also clearer default-rule entries in "Default Commissions":

• "By Memberships";
• "By Vouchers".

This matters for businesses that sell more than standard services and want a more transparent commission model for different kinds of sales.

⚙️ Clearer setup around the new flow

We also cleaned up several important settings around this new flow.

In "Taxes":

• "Products Tax" is now clearly described as the default tax used for vouchers as well;
• "Services Tax" is now clearly described for services, appointments, memberships, and "Client wallet top-up";
• the bulk-apply text now explains more clearly that existing records are reset back to the business default.

In "Roles" and "Permissions":

• permissions are grouped more clearly;
• the screen now includes search;
• each group shows how many permissions are selected;
• on desktop, the layout now uses the available width better instead of staying in one long column.

✅ What to do now

1. Review the new "Vouchers" section and decide which team members should see the catalog and which should work with "Issued vouchers".
2. Test the full flow: "Sell voucher" → load value → pay with "Wallet balance".
3. Open "Reports" → "Wallet balances" and "Wallet movements" if your team uses the client wallet.
4. If you sell vouchers often, review "Vouchers by status" and "Vouchers by voucher" as well.
5. Check "Taxes" and "Commission settings" to confirm that the defaults match the way your business sells vouchers and memberships.
6. Open "Roles" and review staff roles with the new, more structured permissions screen.

🔗 Helpful links

• Vouchers
• Voucher reports
• Client reports
• Taxes
• Commissions
• Roles and permissions