House Account Folios have the same functionality as the Guest folios, however they are NOT linked to a room number or Guest. Therefore, a House Account Folio can be set up for one transaction and closed, or kept open to record multiple transactions in the same Folio. To learn more about House Account Folios, see House Accounts
There are two ways to use the House Accounts to sell Gift Certificates. The option you choose depends on factors like how many gift certificates you sell and how you want to track the Transactions. For step-by-step instructions on each option, see below.
Use one House Accounts Folio to track all Gift Certificates purchased and redeemed. If you use this method then the folio will remain open and all gift certificates purchased would be tracked in one folio. It is important to remember that although the folio remains open, each transaction needs to be balanced with a payment, allowing it to clear night audit. This option is convenient if you do not sell many gift certificates per year and you want an "at a glance" view of all of the gift certificates sold. TIP: If the folio becomes too long, you can create a new folio to archive older transactions. For example, create a folio called "GC Jan-June 2016" and use the "Transfer Checked Items" to move the past transactions in that date range and then close the folio.
To Set up one House Account Folio for Gift Certificates, follow these steps:
The new "Gift Certificate" Folio now appears in the House Folio Account |
Create a new House Accounts Folio for each Gift Certificate purchased. If you use this method then the each sale will have it's own Folio # and each folio can be closed and located again at a later time with the "Search Folio" function.
and all gift certificates purchased would be tracked in one folio. It is important to remember that although the folio remains open, each transaction needs to be balanced with a payment, allowing it to clear night audit. This option is convenient if you do not sell many gift certificates per year and you want an "at a glance" view of all of the gift certificates sold. TIP: If the folio becomes too long, you can create a new folio to archive older transactions. For example, create a folio called "GC Jan-June 2016" and use the "Transfer Checked Items" to move the past transactions in that date range and then close the folio.
The new "Gift Certificate" Folio now appears in the House Folio Account |