Gift Certificates: Difference between revisions
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'''Actions > Accounts Receivable > Receive Payments''' | '''Actions > Accounts Receivable > Receive Payments''' | ||
Put in the Customer Number, the Payment Amount (the Gift Certificate Value), Payment Type on their card, DO NOT SELECT GIFT CERTIFICATE, click | Put in the Customer Number, the Payment Amount (the Gift Certificate Value), Payment Type on their card, DO NOT SELECT GIFT CERTIFICATE, click visa/mc or discover, cash, or check, depending on how they are making their payment, then "OK". The $ will show as the "Unapplied Amount.) | ||
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3. No receipt will generate. To give the customer something, you can print a Customer Activity Report. If you need to email it, make a PDF to attach. | 3. No receipt will generate. To give the customer something, you can print a Customer Activity Report. If you need to email it, make a PDF to attach. | ||
Revision as of 16:00, 22 December 2016
11-3-15: We are no longer issuing the plastic gift cards. We have printed Gift Certificates in the plastic file drawer behind the front counter filed under "G". These are blank certificates that are ready to sell. Get this ready for the customer~
Here is the procedure:
1. See if the Gift Certificate recipient is set up in LabWorks. If not, get their information, and set them up. (We must have phone # and email.)
2. Next you'll put the $ amount as a credit for them that they can debit from as they make purchases. Do this as follows:
Actions > Accounts Receivable > Receive Payments
Put in the Customer Number, the Payment Amount (the Gift Certificate Value), Payment Type on their card, DO NOT SELECT GIFT CERTIFICATE, click visa/mc or discover, cash, or check, depending on how they are making their payment, then "OK". The $ will show as the "Unapplied Amount.)
3. No receipt will generate. To give the customer something, you can print a Customer Activity Report. If you need to email it, make a PDF to attach.