Accepting gift cards can be a great way for businesses to increase revenue and provide more payment options for customers.
Create Ledger Accounts
Prior to establishing gift cards, it is essential to have a default gift product and debit (Expense Account) and Credit (Liability Account) set up beforehand.
Navigate to the Accounting module from the navigation pane.
Select Chart of Accounts from the menu ribbon.
Click on the Add New button.
Enter the required fields: Name, Account Number (if applicable), Account Type.
Click the Save button.
Create Gift Card Product
Navigate to the POS module from the navigation pane.
Select Products from the menu ribbon.
Click on the Add New button.
Enter the following fields: Name (e.g. "gift card" or "gift certificate"), Item Type (must be service or other-charge), Image (optional), Tax Code, Account (the liability account), Gift Card (toggle on to purchase from register), Disable in POS (optional - toggle on for gift certificates given as gifts).
Click the Save button.
Add the gift card to the product grid (see Create Product Grids guide).
Add Gift Card Payment Method
Turn on Gift Card Payment Method in the Registers.
Navigate to the POS module from the navigation pane.
Select Registers from the menu ribbon.
Select the Register you would like to add gift card payment method.
Select Payment Method submenu.
Click Gift Card.
Click the Save button.
Gift Card Settings - Outlet Defaults
To configure the Gift Card Settings, follow these steps:
Go to the Company Settings module in the navigation pane.
Choose the Outlet Defaults tile.
Scroll down to locate the Gift Card settings.
Fill in the required fields:
Product - select the default gift card product. This particular product will be automatically selected if no other product is chosen for the gift card.
Journal Debit Account - select the Expense account
Journal Credit Account - select the Liability account
Click the Save button.
Gift Card Security Settings
Ask your system administrator to update your security if you are unable to perform any of the gift card functions.
Go to the System Settings module in the navigation pane.
Choose the Roles tile.
Locate the Role which needs to be updated to use gift cards.
Apply the following settings according to the role by selecting the checkbox next to the setting name:
Module | Function |
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Accounting - Gift Cards | View Gift Cards - Access to only view gift cards. Add/Edit Gift Cards - Recommended for only admins. Void Gift Cards - Recommended for only admins. Delete Gift Cards - Recommended for only admins. Generate Gift Cards - Recommended for only admins. |
|
POS Terminal - Accepting Payments | Pay Via Gift Card - For positions that require the acceptance of gift cards for redemption and payment. |
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Click the Save button.