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Gift Certificate Transactions will appear on on several Reports in MyPMS.

  • Gift Certificates Sold are Inventory Items. The sale of these items will appear on the Managers Report, Transaction Summary Report, Transactions Report and the Item Analysis Report
  • Gift Certificates redeemed or used as payment will appear on the Managers Report, Transaction Summary Report and Transactions Report.

Managers Report

To see the total sales for Today, MTD, YTD, go to REPORTS | MANAGERS | MANAGERS REPORT. For more details, see Managers Reports 

Gift Certificates Sold

Displays sales under Folio Charges/Income

Click image to enlarge

 

Gift Certificates Redeemed

Displays under Non-Credit Card Income

Click image to enlarge

Transactions Summary Report

Go to REPORTS | ACCOUNTING | TRANSACTION SUMMARY. For more details, see Transaction Summary Report

Gift Certificates Sold

Displays sales under Folio Charges/Income

  

Gift Certificates Redeemed

Displays under Non-Credit Card Category

 

Transactions Report

Go to REPORTS | ACCOUNTING | TRANSACTIONS. For more details, see Transactions Report

Gift Certificates Sold  

To run a report with only the Gift Certificate Transactions, use the following settings. You can also run a report for all transactions in the date range.

Click images to enlarge

Gift Certificates Redeemed 

To run a report with only the Gift Certificate Transactions, use the following settings. You can also run a report for all transactions in the date range.

  • Transaction Category: Choose Transaction Category, "Non-Credit Card"

  • Transaction Type: Choose the receipt type. Ie. "Gift Certificate Redeemed". See Gift Certificates | Setup

Click images to enlarge


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