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 When Gift Certificate is sold, the sale is recorded in the House Accounts. See Gift Certificates | Sell

When the Gift Certificate is redeemed, it is presented as a payment method by the guest at the time of check out. This means that it is applied to the Guest Folio as any other payment would be applied. In this case, using the Receipt Type "Gift Certificate Redeemed" or whatever you choose to call it. See Gift Certificates | Setup

 

Here is an Example. For step-by-step instructions, see each section.

Gift Certificate Sold: A Gift Certificate is sold for $150 to Kim Johnson. It expires 1 year from purchase date. 

  • First, go to House Accounts and either use the Folio setup for Gift Certificates or Add a new folio for the specific sale.   
  • Go to Add Charge and choose "Gift Certificate" ( or whatever you have named this inventory item) from the Charge type drop-down list.
    • In the Description, enter the name, GC#, expiry date, etc. Remember the Transaction Type will already say "Gift Certificate" so add other details to the description. For example, "Kim Johnson. Expires 10/31/17"
  • Go to Add Payment and choose the payment type.
    • In the Description, enter the name, GC#, expiry date, etc. Remember the Transaction Type will only say the payment type so add "Gift Certificate" to the description. For example, "Gift Certificate - Kim Johnson. Expires 10/31/17"
  • Redeeming the Gift Certificate: Then, 5 months later, a guest presents this Gift Certificate as Payment.

    • When adding a payment to the Guest Folio, choose the Payment type you created for Gift Certifcates, Ie. "Gift Certificate Redeemed". and apply payment. 
      • In the Description, enter the name, GC#, expiry date, etc. Remember the Transaction Type will already say "Gift Certificate" so add other details to the description. For example, "Kim Johnson. Expires 10/31/17". If you need to locate the Gift Certificate sold, then search in the House Account Folios.

     


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