Gift Certificates - Revision history

Sue at 01:51, 4 February 2023

2023-02-04T01:51:00Z

← Older revision		Revision as of 01:51, 4 February 2023
Line 24:		Line 24:

	4. The dues are on the first line.		4. The dues are on the first line.


	5. Then enter the Gift Certificates – Use on the second line with a negative amount and Class of gift Certificate.		5. Then enter the Gift Certificates – Use on the second line with a negative amount and Class of gift Certificate.

Sue at 01:50, 4 February 2023

2023-02-04T01:50:09Z

← Older revision		Revision as of 01:50, 4 February 2023
Line 1:		Line 1:
	To issue a gift card, create a sales receipt to record the sold gift card for the member.		To issue a gift card, create a sales receipt to record the sold gift card for the member.

	1. Go to the +New menu.		1. Go to the +New menu.

	2. Select Sales Receipts.		2. Select Sales Receipts.

	3. Fill in the customer's info and Date.		3. Fill in the customer's info and Date.

	4. Line one, Gift card – Buy item, quantity, and amount, Class defaults to Gift Certificate.		4. Line one, Gift card – Buy item, quantity, and amount, Class defaults to Gift Certificate.

	5. Enter who the card is for in the Description		5. Enter who the card is for in the Description

	6. Enter who the card is for, the ticket # and the Gift Card # in the Message displayed on statement field		6. Enter who the card is for, the ticket # and the Gift Card # in the Message displayed on statement field

	7. Click Save & Close.		7. Click Save & Close.

	When the Gift Certificate is redeemed for dues:		When the Gift Certificate is redeemed for dues:

	1. Go to Member menu.		1. Go to Member menu.
	2. Search for member and go to the transactions.
			2. Search for member and go to the transactions.

	3. Click on the invoice.		3. Click on the invoice.

	4. The dues are on the first line.		4. The dues are on the first line.


	5. Then enter the Gift Certificates – Use on the second line with a negative amount and Class of gift Certificate.		5. Then enter the Gift Certificates – Use on the second line with a negative amount and Class of gift Certificate.

	6. Select Save & Close.		6. Select Save & Close.

	When the Gift Certificate is redeemed for ticket or other:		When the Gift Certificate is redeemed for ticket or other:

	1. Go to the +New menu.		1. Go to the +New menu.

	2. Select Sales Receipts.		2. Select Sales Receipts.

	3. Fill in the customer's info and Date.		3. Fill in the customer's info and Date.

	4. Fill in Line 1 like normal		4. Fill in Line 1 like normal

	5. Then enter the Gift Certificates – Use on the second line with a negative amount and Class of gift Certificate.		5. Then enter the Gift Certificates – Use on the second line with a negative amount and Class of gift Certificate.

	6. Select Save & Close.		6. Select Save & Close.

Sue: Created page with "To issue a gift card, create a sales receipt to record the sold gift card for the member. 1. Go to the +New menu. 2. Select Sales Receipts. 3. Fill in the customer's info and..."

2023-02-04T01:48:40Z

Created page with "To issue a gift card, create a sales receipt to record the sold gift card for the member. 1. Go to the +New menu. 2. Select Sales Receipts. 3. Fill in the customer's info and..."

New page

To issue a gift card, create a sales receipt to record the sold gift card for the member.
1. Go to the +New menu.
2. Select Sales Receipts.
3. Fill in the customer's info and Date.
4. Line one, Gift card – Buy item, quantity, and amount, Class defaults to Gift Certificate.
5. Enter who the card is for in the Description
6. Enter who the card is for, the ticket # and the Gift Card # in the Message displayed on statement field
7. Click Save & Close.
When the Gift Certificate is redeemed for dues:
1. Go to Member menu.
2. Search for member and go to the transactions.
3. Click on the invoice.
4. The dues are on the first line.
5. Then enter the Gift Certificates – Use on the second line with a negative amount and Class of gift Certificate.
6. Select Save & Close.
When the Gift Certificate is redeemed for ticket or other:
1. Go to the +New menu.
2. Select Sales Receipts.
3. Fill in the customer's info and Date.
4. Fill in Line 1 like normal
5. Then enter the Gift Certificates – Use on the second line with a negative amount and Class of gift Certificate.
6. Select Save & Close.