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:
|Customer||Enter 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
|Balance||Enter the Gift Card balance|
|Custom Number||Enter 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
The 'Checkout' screen will appear
(This is a mini-view of a Sale)
Here you can:
- Add any other Product, Pass, Gift Card, or Customer Credit to the Sale
- Apply a Discount
- 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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