Transferring Credit from One Customer to Another


Follow the steps below to transfer Gift Certificate credit from one customer to another:

  1. We recommend bringing up the Customer that currently holds the credit memo at POS.
  2. Select the Sell Gift Cert button on the right hand side.
  3. Enter the recipient you want to transfer the credit to.
  4. Enter the amount of the credit you want to transfer and 
  5. Select the Credit Memo button to pay for the purchase of the Gift Certificate.

This will automatically apply the credit to the recipient's account, and also give you a paper trail of the transfer transaction.

 

Updated on Wed, 18 Aug 2021 by Angela Chiaravalle

Glad we could be helpful. Thanks for the feedback.

Sorry we couldn't be helpful. Your feedback will help us improve this article.

How helpful was this page?