Gift Cards/Certificates

Gift Cards/Certificates

Summary

Sell, redeem and track gift certificates or gift cards within the software.

Sell a Gift

  1. To sell a Gift Card, open a current ticket or go to Check Out. Then click the Other tab.
  2. Enter a Gift Number (Required)
    1. Type the number into the field or select the field and scan the barcode on the gift card. This field has a maximum of 20 characters. 
  3. Enter a Gift Amount (Required)
    1. Enter a Gift Recipient if applicable
    2. Select a Gift Expiration if applicable
    3. Select a Worker if applicable
  4. Click Add to Ticket. 
  5. Apply a Full Payment for the gift to be activated

Redeem a Gift

  1. To redeem a gift, open a current ticket with a balance due. Go to the Payments tab.
  2. Select Gift Redemption, 
  3. Confirm the Amount 
  4. Enter the Gift Number into the field, or select the field and scan the barcode. 
  5. Click Add to Ticket
    1. If the ticket total is paid in full, the ticket will close
    2. If there is a balance remaining, ticket will not close and more payments can be added


Reload a Gift

  1. To reload a Gift Card, open a current ticket or go to Check Out. Then click the Other tab.
  2. Enter the existing Gift Number (Required)
  3. Type the number into the field or select the field and scan the barcode on the gift card. This field has a maximum of 20 characters. 
  4. Enter the amount to reload in the Gift Amount (Required)
    1. Enter a Gift Recipient if applicable
    2. Select a Gift Expiration if applicable
    3. Select a Worker if applicable
  5. Click Add to Ticket
  6. Select Yes to confirm reloading the gift
  7. Apply a Full Payment for the gift to be reloaded

Search for a Gift or Check Balance

  1. Click the three lines in the upper left for the navigation menu. 
  2. Select Gift Balance
  3. Choose from the options to search by Gift Number, Recipient Name or Purchaser
  4. Enter the name or number into the field or select the field and scan the barcode
  5. Click Search
  6. Results will appear below, use the Sort By options to update results
  7. Click on the Gift Number to see the gift’s history for when it was issued, used or reloaded.

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