A Gift Certificate is an Inventory Item which is charged to a folio through "Add Charge" and tracked in the Transactions Report. Before you sell a Gift Certificate it must be set up as an Inventory Item first. See Gift Certificates | Setup When a Gift Certificate is sold, the transaction is charged and paid for in the same House Account folio. When a Gift Certificate is redeemed, it is applied as a payment in a guest folio using payment type "Gift Certificate Redeemed". See Gift Certificates | Redeem
Since the two transactions (Sold and Redeemed) are recorded in different folios and on different dates, the best way to "match"a Gift Certificate to sold and when it is redeemed is to use the transaction description record details like purchaser name, folio #, gift certificate #, expiry dates, etc.. If you already have a Gift Certificate system set up and have tracking #, then you can use these in the transaction description. |