Gift Certificates

In this section, you'll create and modify Gift Certificate accounts which have been issued to customers.  Gift Certificate accounts are very similar in function to Customer Accounts with the exception that these accounts are pre-paid.

 

Note: This section is only used for manually overriding gift certificate balances.  Under normal circumstances, gift certificates should be created and modified during the order taking process.

 

 

Select

Highlighting and selecting a Gift Certificate number opens the Account Setup screen.

 

Exit

This button will close the Gift Certificate list.

 

Add

Choose Add to create a new Gift Certificate account.

 

Delete

Choose Delete to remove a Gift Certificate account.

 

 

Gift Number

Specify the gift certificate number in this field.

 

Inactive

If the account has become inactive, and you do not wish to delete the account, select this option.

 

Add Link to Customer

You may link a customer account directly to a customer within your system's database.  The options are:

 

Transaction History Tab

 

This section details account history, including payments, credits, and balance.  Invoices may be generated from this screen as well.

 

Transaction Type

You may choose which type of transactions to view by selecting either "SALE" or "PAYMENT" from this drop-down selection list.

 

Start / End Date

The transaction history may be filtered on a specific date range.

 

Credit Account

Choose this option to apply a credit, or payment, to this account.

 

Print Statement

Choose this option to print a statement for this account.