Gift cards have the flexibility to be redeemed in two locations within the system. The primary method is at the point of sale, while they can also be redeemed in Accounting → Gift Cards. This process will resemble the payment screen and allow for settlements of any open invoices.
Redeeming a Gift Card - POS Terminal
This process will commence within the POS register.
Click on the green Pay button.
Choose the Gift Card payment type from the options available.
Either scan, select from drop-down or manually enter the gift card number into the gift card field.
Finally, click on the Pay button to complete the transaction.
If the order amount is higher then the gift card amount proceed taking payment as normal.
Redeeming a Gift Card - Open Invoices POS Terminal
Redemption of a gift card can be applied to open invoices within the POS. This process will commence within the POS register.
Click the Invoices button on the menu ribbon of the register.
Search the Customer Name.
Select the Customer.
If they have any open invoices they will be displayed.
Enter the Amount to Apply.
Click on the green Pay button.
Choose the Gift Card payment type from the options available.
Either scan, select from drop-down or manually enter the gift card number into the gift card field.
Finally, click on the Pay button to complete the transaction.
If the order amount is higher then the gift card amount proceed taking payment as normal.
Redeeming a Gift Card - Open Invoices Accounting Module
Redeeming a gift card allows for the application of its value to open invoices within Account → Gift Cards. This process is similar to applying payments to invoices.
Navigate to the Accounting module using the panel on the left.
Access More → Gift Cards from the menu ribbon at the top.
Search for the gift card number.
Once found, open the gift card by clicking on the Edit button.
If not already entered, ensure to select the appropriate Customer Name.
Any open invoices linked with this customer will be displayed below for reference.
Select and apply the gift card to specific invoices as needed.
Click the Save button.