Set Up Gift Certificates (How-To)

Article Details

Summary

This article shows you how to set up an open line item and a payment method for gift certificates.

Steps

Set Up an Open Line Item for Gift Certificates

  1. Go to Left-hand Navigation: Admin » Open Line Item Types.
  2. Select + Add.
  3. Fill out the form. Use the field guide below.

    Form with toggle switches and dropdown menus.

  4. Select Save or Save And Add Another.
  5. Design a paper gift certificate. Some ideas:
    • Business cards with your branding and a place to write an amount.
    • An 8.5 x 11 piece of paper with your branding and a place to write an amount.
    • A printed receipt of the gift certificate sale from Gingr.
Setting Description Helpful Hint
Location The locations where you can use this line item. You can select more than one location when you create open line items.
Type The name of the gift certificate that you and your customers see. We recommend "Gift Certificate" to keep it simple.
Is Taxed Shows whether you collect tax on this item. No/Off
Status Shows whether this item is available for sale. Yes/On
Allow Negative Shows whether you can sell it as a negative amount. No/Off
Is Tip Shows whether you use this item to collect a tip. No/Off
Specialist The specialist assigned to this item.
Account Code Optional. Assign an Account Code for accounting.

Set Up the Gift Certificate Payment Method

  1. Go to Left-hand Navigation: Admin » Payment Methods.
  2. Select + Add.
  3. Fill out the form. Use the field guide below.

    Add Payment Methods settings window.

  4. Select Save.
Setting Description Helpful Hint
Type The name of the payment method you are creating. Name this "Gift Certificate."
Processor The processor this payment method uses. Do not attach a processor.
Zero Payment Set to No/Off.
Open Cash Drawer Modal Opens the cash drawer when you sell gift cards. Optional.
Status Shows whether this payment method is active.
Show Change Calculator If you turn this on, the change calculator shows during checkout.

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