The easiest way to process a gift certificate payment is to scan its barcode at POS. This will automatically pull up the customer record and apply this certificate as payment.
If you do not have a barcode scanner, or cannot scan, you can process the certificate manually. This also applies if the certificate was not issued from the Edge.
To process a gift certificate manually:
- Open Edge POS.
- Click the Gift Cert tender button in the lower left. The Key in Gift Certificate # window will appear.
- Enter the Gift Certificate #. The certificate details will appear. Click OK to proceed.
- A window will pop up asking you to confirm the customer. Click Switch To Customer On Gift Certificate to load them into POS.
- The certificate will automatically show in the Tender window at the bottom for the full amount.
NOTE: Certificates can only be redeemed in full. If there is a balance left over you must refund it using one of the Tender options or by selling a new certificate for the remaining balance.
- Complete the sale.
If the certificate number entered cannot be found the system will still accept it as payment if you provide an override. This is to accommodate certificates issued outside of the Edge.