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Sell and Redeem Gift Cards - Web Version

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Donna J
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A gift certificate or gift card is a voucher that a customer gives to someone as a present. You can configure it to be for a service or a dollar amount and choose from a variety of pre-made templates and designs when creating and selling them to your customers.

To sell and redeem preprinted gift cards in the Web version, follow the steps below.

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In this article, we will go over:

Selling Gift Cards

  1. Go to Checkout and select a customer.
    STOCK_checkout_sel_customer.png
  2. Select Gift from the option icons along the bottom of the checkout screen.
    STOCK_checkout_gift.png
    The Add Gift Certificate screen displays.
    gc_edit_screen.png
  3. Swipe or scan the Gift Card with a USB card reader or barcode scanner.
    The gift card number displays in the Gift Certificate Number
  4. Fill in the other gift card fields:
  • Service/Class: tie this gift certificate to a specific service or class. (Optional)
  • Amount: If you don't tie the certificate to a service/class, enter the value.
  • Expire on: Select an expiration date using the calendar pop-up, or leave set at Never.
    Check your state’s regulations for gift cards and certificates for information and expiration.
  • Sender's Name: Will be filled with the selected customer.
  • Recipient's Name: Start typing the name of a current customer, and it will fill in. Click New to create a new profile if the person does not have a customer profile.
    Note: A customer must have a profile when a gift card is created and issued. The profile must include at least a first and last name.
    Note: If you do not know the recipient's contact information, create a customer profile of "Gift Certificate" to use. A customer only needs to provide the gift card or certificate number at checkout to redeem it.
  • Since this is a gift card, leave Message empty and uncheck both Print Gift Certificate and Send email to: [recipient's name]. There is also no need to select a template, so use whatever it is set for by default.
  1. Click Next to preview the card.
    Click Continue to bypass Email and Print options.
  2. On the preview screen, click Close to cancel, Back to make changes, or Add Gift Certificate to complete.
    gc_preview.png
  3. Complete the transaction by entering the payment and clicking Checkout.

Redeeming Gift Cards

  1. To redeem a gift card, go to Checkout and select a customer.
    STOCK_checkout_sel_customer.png
  2. Add a service, product, package, or membership.
  3. Click Add next to Gift Certificate in the payments area.
    checkout_add_gc.png
  4. Enter the Gift Card number in the Search field, or scan with a USB card or barcode reader.
    checkout_search_gc.png
    When the card is found, you’ll see the card number, the recipient’s name, the current balance on the card, and the sale amount pre-filled under How much to use? You can change how much to use if wanted.
    Note: If a customer has multiple gift cards or certificates, you’ll see them all listed here. Use the checkboxes to select which one to use.
  5. Click Redeem GC.
  6. If there is any remaining payment due, enter it and then click Checkout.

 

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