Sales: How do I sell a Gift Card? (Gift Card view)

A Gift Card can be sold from the Gift Cards section (see below) or from the Sales section (see How do I sell a Gift Card? (Sale view))

To sell a Gift Card from the Gift Cards section, choose Manage > Gift Cards

This screen contains a list of all the Gift Cards in the System

Click Add Gift Card 

Complete the following fields:

CustomerEnter the recipient for the Gift Card

Use the [+] button to enter in a new Customer

Use the drop down option to search from existing Customers

BalanceEnter the Gift Card balance
Custom NumberEnter your own number for the Gift Card, or leave this blank for a system generated number

Use this option if you have hard-copy Gift Cards and you wish to match the number up

You can Save the Gift Card and process the Sale later, in which case the Gift Card will appear as unpaid:

Or click Create Sale to process the Sale now 

Select the Purchaser for the Gift Card by Searching existing Customer, or entering a new Customer

Click Save

The 'Checkout' screen will appear

(This is a mini-view of a Sale)

Here you can:

  1. Add any other Product, Pass, Gift Card, or Customer Credit to the Sale
  2. Apply a Discount
  3. Add a Payment

You can also choose to:

  • Email the Sale to the Customer using the Send Email Checkbox
  • Print the Sale using the Print checkbox

Click Pay to add Payment to the Sale 

When you have completed the Sale, choose Close Sale 

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