Sales

To record and redeem a gift certificate

  1. One time only: Create a liability account for tracking gift certificates. (To add an account)


    When creating the account, be sure to:
  1. Select Credit Card in the Account Type field.
  2. Name the account something similar to Unclaimed Gift Certificates. You'll use this account to determine the value of unclaimed gift certificates.
  1. Record the sale of the gift certificate:


  1. Open the Receive Money window.
  2. Select Deposit to Account and enter your checking account in the Account field.
  3. (Optional) Enter or select the name of the person or company in the Card File purchasing the gift certificate in the Payor field.
  4. In the Account column, enter the liability account you created in step 1 for Unclaimed Gift Certificates.
  5. Enter the amount you received in the Amount column.
  6. Enter other details as needed, and then click Record.
  1. When a customer redeems the gift certificate, record the sale as you normally do. Note: When entering the sale, don't enter the gift certificate amount in the Paid Today field.


    Notes:
    A customer doesn't have a card

    If you don't track sales using the Sales Command Center, you can redeem a gift certificate using the Receive Money window
  1. Pay for the sale using the gift certificate:


  1. Open the Receive Payments window.
  2. Select Deposit to Account and enter in the account field the liability account you created in step 1 for Unclaimed Gift Certificates.
  3. Enter other details as needed.
  4. Apply the payment to the sale.
  5. Click Record.

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