Prior to purchasing gift card numbers, it is essential to ensure that a Gift Card Product and General Ledger have been created in Company Settings > Outlet Defaults > Gift Cards. You will also want to ensure the gift card has been added to the product grid. Please see the Create Product Grids guide.
To ensure that a gift card is redeemable, it must be purchased through the POS register to generate the necessary gift card number (if not manually generated in Accounting > Gift Cards). If created on an invoice, the gift card will not be redeemable.
Purchasing a Gift Card
This process will commence within the POS register.
1. Click the Gift Card Product from the product grid to add to the customer's order.
2. You will be greeted with the gift card screen with the following fields to enter. Fill out the form using the field table shown below.
Field | Function
Number (Required field) | Scan or enter the gift card number. If it’s an existing card being reloaded, you can verify its existence by selecting the plus sign:h:next to the number field. Otherwise the number entered will generate a gift card number in Accounting -> Gift Cards.
Customer | Input the customer's name to whom the gift card/certificate will be assigned, and it can only be used by that specific customer. This field is considered optional, and it will probably be left blank unless necessary.
Amount (Required field) | Enter the amount of the gift card/certificate.
Expiration Date | Select the expiration date for the gift/certificate.
1. Select Add button.
2. Let's proceed with checking out the customer and taking payment.