Overview of Gift Certificates in MyPMS
A Gift Certificate is an Inventory Item which can be added to any folio in Add Charge. Therefore all Gift Certificates sold can be tracked in the Transactions Report or the Inventory Items Report.
When a Gift Certificate is sold, the transaction is recorded in a House Account Folio and paid for using the chosen payment method, ie. cash, credit card, etc. Use the House Accounts to track Gift Certificates purchased and redeemed.There are two ways to use the House Accounts for Gift Certficates.
When a Gift Certificate is redeemed, it is applied as a payment to a guest folio using payment type "Gift Certificate Redeemed".
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.
To track the sale and redemption of Gift Certificates. Use the Transactions Report.
Overview
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