Gift Certificate Card Overview

The Gift Certificates file keeps a record of all Gift Certificates, Gift Cards, and In-store Credit issued and whether or not these items have been redeemed.

FrameReady Webinar: Gift Certificates, Gift Cards & Store Credits

YouTube link: https://youtu.be/Z1uO3pTXAhU

Available Types in FrameReady

  • Gift Certificates

  • Gift Cards

  • Store Credit

Gift Certificate Overview

  • Create your own company’s Gift Certificate on the spot while your customer waits.

  • If you have imported your logo into FrameReady, then it will appear on the printed certificate. See: Set up Company Logo

  • You can change the Gift Certificate footnote here: Set up Footnotes on Printed Documents

  • Each certificate can be personalized with the recipient's name, greeting and presenter. Give your customer three styles of printing from which to choose.

  • The certificate is designed to fit in a standard #10 envelope. By using stylized paper, a professional looking gift certificate can be produced at a fraction of the cost, in seconds.

  • See also: Creating a New Gift Certificate and How to Redeem a Gift Certificate (including Old Gift Certificates)

Gift Card Overview

  • If you order professionally designed plastic gift cards, numbered and barcoded, then you can use them with FrameReady.

  • The customer on a Gift Card is always be identified as Walk In (as the card may be given to anyone). The Gift Card is not linked to the person who purchased it.

  • Gift Cards are never marked as redeemed because they can always be reused or topped up with more credit. Additional credit can be added to an existing card at any time: the customer pays to have it topped up or by the store owner issuing credit, i.e. best customer reward, special promotion – “add a fillet and get $10 added to your gift card”, compensation for problems with order, etc.

  • For security reasons, each time an Invoice containing a Gift Card is accessed, a record of the state of the card is be added to the Gift Card log (even if there is no change in the amount of the card.)

  • See also: Working with Gift Cards, How to Redeem a Gift Card and How to Activate/ Add Credit to Gift Cards

Store Credit Overview

  • All in-store credit is a liability that you owe to a customer in exchange for returned goods. Store Credits are stored in this file so you can track them easily.

  • Store Credits are issued to a customer and can be viewed on the customer’s record (in the Contact file under the Credits tab). Specific steps are required in order to issue a Store Credit and to redeem a Store Credit.

  • See also: How to Add Store Credit, How to Redeem a Store Credit and Reversing a Store Credit

 

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