How do I sell a Gift Card? (Sale view)
A Gift Card can be sold from the Sales section (see below), or from the Gift Cards section (see How do I sell a Gift Card? (Gift Card view))
To sell a Gift Cards from the Sales section, either create a new Sale or edit a Sale
Gift Cards are added to Sales in the 'Products' section
To add a Gift Card to the Sale,
EITHER
Click the down arrow next to + Add Product, and choose Gift Card
OR
Click +Add Product and choose Gift Card from the middle box
Here you can :
EITHER
Select from the list of existing Gift Cards - which have been created but not sold yet - by clicking Select
OR
Create a new Gift Card by clicking + Create 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 |
Click Save
Proceed processing the remainder of the Sale [see How do I add a Payment to a Sale?]
To email the Gift Card see How do I email a Gift Card?