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:
Field | Description |
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
Click Save
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