Gift Certificates: Difference between revisions

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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.