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Gift Cards

Table of contents

Sell a Gift Card #

  1. Go to Sales.
  2. Click Add New.
  3. Select an existing client, click Add New to add a new client or click the Walk-In button if the customer doesn’t want to leave any information.
  4. Select the Employee the gift card is being sold by.
  5. Click on the Gift Cards tab.
  6. Enter or Select the person the gift card is for.
  7. Enter the initial dollar value.
  8. Select the employee who sold the gift card.
  9. Enter the gift card number if applicable. (If left blank it will automatically generate)

    Alternatively, you can add the balance to an existing card by clicking Add to Existing Card.
  10. Optional: Add the balance of either taxes or tips to the gift card, add a note or change the total price to charge to apply a discount without changing the initial value.
  11. Click Add Gift Card to Invoice.
  12. Click the Pay button.
  13. Choose the payment method.
  14. Click Add Payment.
  15. Once there is $0.00 owing on the invoice, click the Finish button.

Use a Gift Card #

  1. Go to Sales.
  2. Click Add New.
  3. Select an existing client, click Add New to add a new client or click the Walk-In button if the customer doesn’t want to leave any information.
  4. Select the Employee the items were sold or performed by.
  5. Select the Services or Products the client is purchasing.
  6. Click the Pay button.

  7. Choose the Gift Card payment method.
  8. Enter the gift card number, or click the Lookup button.

    then select the card

    and Confirm it.
  9. Click Add Payment.
  10. Once there is $0.00 owing on the invoice, click the Finish button.

Create a Donation Gift Card #

  1. Go to Sales.
  2. Click Add New.
  3. Click Add New to add a new client, name the client after the charity organization.
  4. Select the Employee the gift card is being sold by.
  5. Click on the Gift Cards tab.
  6. Enter or Select the person the gift card is for. For Donation cards we suggest creating a client for the charity organization.
  7. Enter the initial dollar value.
  8. Select the employee who sold the gift card.
  9. Enter the gift card number if applicable. (If left blank it will automatically generate)

  10. Optional: Add the balance of either taxes or tips to the gift card, or add a note.
  11. Set the Total Price to Charge to $0.00. This will add the value to the gift card without charging the client.
  12. Click Add Gift Card to Invoice.
  13. Click the Pay Button.

  14. Click the Finish Button.

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Updated on July 15, 2024