Sell a Gift Certificate in Simple View

Making a Sale | Taking Payments / Giving Change

A gift certificate is basically "store money" that can be used to purchase merchandise at a future date. Certificate numbers can be recorded both on gift certificate sale and future redemption for tracking purposes.

To sell a gift certificate:

1. In New Sales Receipt form of Simple View, click Sell Gift Crt. The Gift Certificate dialog opens.

2. Enter the amount and certificate number for the gift certificate in the Amount and Gift Certificate Number fields.

   Note:

Only a single gift certificate can be sold in a sales receipt.

3. Click OK to confirm transaction. A gift certificate is added to the sales receipt item list.

4. Add other items being sold in the same transaction to the sales receipt. For more information, see Making a Sale in Simple View.

5. Use general payment procedures to accept the amount due or give change. For more information, see Taking Payments/Giving Change in Simple View.

6. Click Save and Print to save and print the sales receipt.

Notes:

- Only one gift certificate can be added to a sales receipt; either a sale or a redemption. You cannot both sell and accept a gift certificate on the same receipt.

- You can also sell a gift certificate after completing a sale but before saving. Click Sell Gift Crt. You will be prompted to enter the amount and certificate number. The Regular Price-Total amount will change to reflect that additional payment must be taken from customer.