Gift Certificates: Difference between revisions
No edit summary |
No edit summary |
||
| 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. | ||
Latest revision as of 01:51, 4 February 2023
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.