How to Sell Gift Certificates


To sell a gift certificate:

  1. Open POS.
  2. Click the Sell Gift Certificate button. The Sell Gift Certificate window will appear.

     
  3. The Bought By field will automatically populate when you select a customer at POS.
  4. Recipient is required. If they are not in your database you can add them now. Only First and Last name are required.
  5. Fill out other fields on certificate as desired. The Pick a Standard Message button allows you to create, save, and re-use standard messages.
  6. Click OK. The Gift Cert sale line will appear.

     
  7. Complete the sale. The gift certificate will print alongside the receipt.

NOTES:

  • There are Gift Certificate Options under System Options that control how the certificate prints.
  • By default certificates are set not to expire, however expiration dates can be set per certificate or you can change the default System Option to expire certificates after a set number of days. Be sure to consult local laws as some jurisdictions have restrictions on expiring gift certificates.

 

Updated on Tue, 29 Jun 2021 by Angela Chiaravalle

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