Summary

This article shows you how to take a gift certificate as payment at checkout.

Steps

1. Add the customer's reservations to the cart from Left-hand Navigation: Dashboard. You can also go straight to Top Navigation: Cart to add POS items, packages, or open line items.
2. Select the owner.
3. Select the blue Checkout with Payment button.

   

4. Choose the payment method Gift Certificate.
5. Enter the amount the customer is redeeming.
6. Select Complete Checkout.

   

Important: Edit the amount to match the gift certificate exactly in the checkout popup window. This keeps your reporting accurate.

If Something Goes Wrong

• The gift certificate is worth more than the cart: Mark the paper gift certificate by hand to show the amount left. You can also add the unused amount as store credit on the invoice at checkout.
• The gift certificate is worth less than the cart: Finish the sale with the gift certificate and a second payment method.

Warning: Use the Gift Certificate payment method only to apply gift card credit to the recipient's account. Any other use leaves gaps in your reporting.

Related Articles

• Gift Certificates Topic Outline
• Set Up Gift Certificates How-To
• Sell Gift Certificates How-To