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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:

FieldDescription
CustomerEnter 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

BalanceEnter the Gift Card balance
Custom NumberEnter 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?

A Gift Card can be sold from the Sales section, or from the Gift Cards section (see How do I sell a Gift Card? (Gift Card view))


To sell a Gift Card from the Sales section, either create a new Sale or edit a Sale


Please note, when using the iOS App, a the Gift Card must be first be created, before if can be added to a Sale, see How do I sell a Gift Card? (Gift Card view)


Tap + Add Product in the Edit Sale box, and select Gift Card :



Select from the list of Gift Cards - which have been created but not yet sold:


The Gift Card will now show up in the Products section:



Proceed with adding any required items and payments to the Sale (see How do I add a Payment to a Sale?)

Then close the Sale


To email the Gift Card see How do I email a Gift Card?

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