Redeem a Gift Certificate
A customer arrives and makes a purchase or orders a custom frame. They would like to use a Gift Certificate to pay for the item.
How to Redeem a Gift Certificate
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Create a New Invoice.
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Enter the item(s) they are purchasing as you normally would do so.
Note: FrameReady can still locate the Gift Certificate data if the customer name is not entered.
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Click the Enter a Payment button.
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In the Tender field, choose Gift Certificate.
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Enter the Gift Certificate's serial number into the Reference field.
Accuracy is important! -
Click Done.
FrameReady searches for a valid Gift Certificate.
Tip: If a balance remains after applying the Gift Certificate to the Invoice, then FrameReady alerts you. Click the Enter a Payment button again to tender the balance; then click Done.
If the amount of the Invoice is less than the customer's credit, then a new store credit is issued for the balance of the credit.
If the amount of the Invoice is greater than the credit, then another payment line is needed to handle the balance owing.
See also: How to Create a Gift Certificate
How to Redeem Old Gift Certificates
If, before you started using FrameReady, you sold gift certificates to customers, then you will want to handle them properly when they are used.
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The Gift Certificates created in FrameReady require a Reference Number when you use them as tender (it's a system of checks and balances). We need to tell FrameReady about your older gift certificates by creating a new tender type.
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Open an Invoice with a balance owing (we won't be changing it) and click the Enter a Payment button.
The Receipts window appears. -
Scroll down to the bottom of the Tender field and click "Edit..."
A dialog window appears. -
Scroll to the Gift Certificate entry and press Enter.
A new blank line appears. -
Type in Old Gift Certificates and click OK.
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Then click Cancel because we are not taking a payment on this Invoice.
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Now, when you choose "Old Gift Certificates" as a Tender, FrameReady will not require you to enter a reference number. The tender type appears in the payment history.
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When you run a Payment Report, items tendered as "Old Gift Certificates" appear together in the report.
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