Gift Certificates: Difference between revisions
Created page with "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 blan..." |
No edit summary |
||
| Line 7: | Line 7: | ||
'''Actions > Accounts Receivable > Receive Payments''' | '''Actions > Accounts Receivable > Receive Payments''' | ||
Put in the Customer Number, the Payment Amount (the Gift Certificate Value), Payment Type and "OK". The $ will show as the "Unapplied Amount.) | Put in the Customer Number, the Payment Amount (the Gift Certificate Value), Payment Type and "OK". The $ will show as the "Unapplied Amount.) Note: If the customer is already in our database with their own credit card on file, it will show up here. Just delete the credit card number right there on the "Receive Payments" page and swipe the gift-giver's credit card. | ||
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 13:54, 24 December 2015
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. 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 and "OK". The $ will show as the "Unapplied Amount.) Note: If the customer is already in our database with their own credit card on file, it will show up here. Just delete the credit card number right there on the "Receive Payments" page and swipe the gift-giver's credit card.
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.