Gift Certificates: Difference between revisions
No edit summary |
No edit summary |
||
| Line 12: | Line 12: | ||
Put in the recipient's 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.) | Put in the recipient's 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.) | ||
(Enter the credit card number of the '''Purchaser'''. No need to make a Work Order in LabWorks. If the Recipient has a credit card number on file, delete it from the field on the Receive Payments screen and enter the CC# of the Gift Certificate buyer. Their credit card will not be retained beyond that transaction.) | |||
<br> | <br> | ||
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 16:41, 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 the Recpient that they can debit from as they make purchases. Do this as follows:
Actions > Accounts Receivable > Receive Payments
Put in the recipient's 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.)
(Enter the credit card number of the Purchaser. No need to make a Work Order in LabWorks. If the Recipient has a credit card number on file, delete it from the field on the Receive Payments screen and enter the CC# of the Gift Certificate buyer. Their credit card will not be retained beyond that transaction.)
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.