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There are two ways to use the House Accounts for Gift Certificates, either in one "Gift Certificates" Folio or in individual folios set up specifically for the Gift Certificate sale. See Gift Certificates | House Accounts
Regardless of which option you chose, adding the charge and receiving payment in the folio for the Gift Certificate is the same.
Here is an Example. For step-by-step instructions, see each section.
To make tracking easier, be sure that that the descriptions of each transaction matches and contains as much detail as possible.
Record Gift Certificate Sold:
AIn this example a Gift Certificate is sold for $150 to Kim Johnson. It expires 1 year from purchase date.
Select Gift Certificate in Add Charge | Add Details in Description
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Remember all folios must be balanced in order to complete night audit, so be sure to make charges and take payments in the correct folios. The transactions will be recorded and viewable in the Transactions Report.
Add Payment |
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