Gift Certificates: Difference between revisions
(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...") |
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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. | ||
Revision as of 01:50, 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.