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Create your own company’s Gift Certificate on the spot while your customer waits.
Each certificate can be personalized with a recipient 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 in seconds at a fraction of the cost.
Go to Main Menu > Gift Certificate.
Click the New Gift Certificate button in the upper right hand corner.
A new record appears, pre-filled with a sequential serial number, today’s date and automatically marked as redeemed ‘No‘.
In the To and From fields enter in the Certificate Wording as requested by your customer.
Enter the dollar Amount (required).
Select a By Line (optional).
Select from pre-entered options or edit the list to offer different choices in Edit… or add a one time line by using Other…
Select the customer purchasing this certificate by using the Find By Name, By Company or By Phone buttons.
If the customer is not in your database then add them by clicking New Customer sidebar button.
Click the Show Choices sidebar button to show the customer the three possible printing styles; Modern, Traditional or Classic.
Print the customer’s chosen print-style using the appropriate Print button.
Print the certificate in the language of the recipient. The three choices are English, Spanish and French. If you use the sidebar buttons you will not have the language choices.
Only the Modern and Classic styles display the store logo.
Trim the Gift Certificate paper, enclose in an envelope and hand to the customer.
Click the Post to Invoice sidebar button.
A new Invoice appears with the line item set as nontaxable.
Select Enter a Payment and follow through with the transaction.
See also: How to Redeem a Gift Certificate