Selling Gift Certificates and Applying to Customer Account

Sell The Gift Certificate:

1. Click "Make a Sale".
2. Search for "Gift Certificate" and click the result.
3. Click the radio button named "Purchase/sell certificate".
4. Enter the amount of the gift certificate that is being sold in the field named "Amount".
5. Enter the number of the gift certificate being sold in the field named "Gift Certificate Number".
6. Click "Save".
7. Take the payment for the gift certificate as you would for any sale.

When The Customer Comes To Redeem Gift Certificates:

Part 1 of 3 - Applying The Amount Of A Gift Certificate To The Customer's Account

1. Click "Make a Sale".
2. Add the customer's name to the sale.
3. Click "Account".
4. Click the radio button named "Make payment on account".
5. Enter the amount of the gift certificate to be applied to the customer's account in the field named "Payment Amount".
6. Click "Save".

Part 2 of 3 - Using A Gift Certificate Previously Purchased To Apply A Payment To A Customer Account

1. Within the same "Make a Sale" screen, click "Gift".
2. Click "Gift Certificate".
3. Click the radio button named "Redeem Certificate".
4. Enter the amount of the gift certificate to be applied to the customer's account in the field named "Amount".
5. Enter the number of the gift certificate being used in the field named "Gift Certificate Number".
6. Click "Save".
7. Click "Save & Print".

Part 3 of 3 - Ring Up A New Sale Transaction And Pay For It With the Customer's Account Balance

1. Click "Make a Sale".
2. Add item(s) to the sale.
3. When you are ready to pay for the sale, click the "Account" payment tender.
4. Click the radio button named "Charge to account".  Note: If the customer has money available, you will see it appear as a negative amount, such as "-100.00".  Only charge the amount of the sale or the amount available in the customer's account if the amount of the sale is greater than their available amount.
5. Enter the correct amount in the field named "Charge Account".
6. Click "Save".

NOTE PICS BELOW: Amount of sale is $62.52 but customer has $100 available as shown in pic: Balance: -100.00.

7. A window will pop up. click "Use Charge Account for This Customer". Note: You do not need to enter a credit limit here.
8. Click "Save & Print".