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Set Up an Open Line Item for Gift Certificates
- Navigate to Left-hand Navigation: Admin » Open Line Item Types.
- Select + Add.
- Fill out the form as listed in the table below:
Setting Description Helpful Hint Location This is the location(s) where this line item will be able to be used. You can select more than one location when creating open line items. Type This is the name of the gift certificate as seen by you and your customers. We recommend using "Gift Certificate" for simplicity. Is Taxed This setting will indicate whether or not you collect tax on this item. No/Off Status Is this item available for sale? Yes/On Allow Negative Can it be sold as a negative amount? No/Off Is Tip Is this item being used to collect a tip? No/Off Specialist The specialist assigned to this item Account Code Optionally assign an Account Code for accounting purposes.
- Select Save or Save And Add Another.
- Design a paper gift certificate. This is where you can get creative. Some ideas for paper gift certificates are:
- Business cards designed with your branding and a place to write an amount.
- An 8.5x11 piece of paper with your branding and a place to write an amount.
- A printed receipt of the gift certificate sale from Gingr.
Set Up Gift Certificate Payment Method
- Navigate to Left-hand Navigation: Admin » Payment Methods.
- Click + Add.
- Fill out the form following the field guide below:
Setting Description Helpful Hint Type The name of the payment method you are creating Name this "Gift Certificate" Processor Which processor does this payment method use? Do not attach a processor Zero Payment Set to No/Off Open Cash Drawer Modal If you want to open the cash drawer when selling gift cards Optional Status Is this payment method active? Show Change Calculator Enabling this setting will display the change calculator during checkout.
- Select Save.
Related Resources
- Gift Certificates Topic Outline
- Sell Gift Certificates How-To
- Redeem Gift Certificates How-To
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