Once you have created a Gift Certificate/Gift Card in your system as an inventory item, you can now start selling them to your customers. For more information on how to Create Gift Cards in inventory, visit this Article.
How to Sell A Gift Certificate or Gift Card:
Gift certificate balance is tracked by serial number, and customer.
The owner of the gift certificate may redeem the balance by presenting the card's serial number.
- Starting at the main point-of-sale screen, bring up the purchasing customer.
- Guest Sale cannot be used to sell Gift Cards or certificates.
- Enter your gift certificate Part Number to add it to the invoice.
- When prompted by the popup, enter the Serial Number of the certificate you are selling.
- Tip: Make sure popups aren't blocked.
- If it is an e-certificate, enter the recipient's email and message. Choose to deliver immediately or on a future date.
- If necessary, adjust the card's value.
- Click the Unit Price field and adjust the amount as desired.
- Proceed to payment to create and finalize the invoice.
- If you want to give away the gift certificate (instead of selling):
- Sell the certificate to a customer account belonging to the store.
- Use Expense Account as the payment method.
Once the invoice is finalized, the balance of the gift card can be tracked by its serial number