To sell a gift certificate to a customer in person or over the phone you will want to create a New Bill to record the customer's information. Inside the bill, you can add the certificate, and record the payment.
Step 1: Selling the Gift Certificate
- Click the green New Bill button in the upper right. This will create a new blank bill.
- Click the add icon and choose Gift Certificate from the drop-down list of your items.
- Enter the sale price of the certificate in the pop-up.
- Click Add to finish adding the certificate.
- If you need to add any additional items to the bill such as shipping, do so now.
- Record the purchaser's personal information on the left side of the bill.
- Retain the purchaser's credit card number and charge the payment for the gift certificate.
- Send the purchaser a receipt (such as a Retail Receipt or a Gift Certificate Receipt) from your email templates.
At this point, you have a bill with a gift certificate attached, the purchaser's information, and a record of payment.
Step 2: Emailing or Printing the Gift Certificate
You will notice that when you add the certificate item, there is an orange alphanumeric code attached to it. This code is the unique gift certificate that has just been sold. To edit and send the gift certificate, follow the steps below.
- Click on the orange link that is the Gift Certificate Code. This will take you to the certificate page.
- Click the green Edit button on the top right and edit the details of the certificate.
- When done, click the green Save button at the bottom.
- If you need to email the certificate to the recipient or the purchaser, enter the email address in the Deliver by Email box and click Send.
- If you need to print the certificate, click the green Print button to the left of the edit button on the top right. This will open the print dialog box on your computer. If using Google Chrome, you will see a print preview of the certificate.
Additional Information Helpful for Gift Certificates & Gift Certificate Promotions
When you sell a gift certificate, the sale price is ALWAYS equal to the redeemable value unless someone specifically changes it. Sale price is the price that the gift certificate was sold for. Redeemable value is the dollar amount that can be redeemed. Hence, if you donated a $100 gift certificate, the sale price would be 0 but the redeemable value would be $100.
If you did a special where you add $10 to every $100 a customer spends on a gift certificate, then you would adjust the redeemable value to $110 while keeping the sale price at $100.
In most states, the paid value of a gift certificate can never expire but the "free" or "promotional" value can.
When creating gift certificate promotions, ThinkReservations recommends that you do "value added" promotion, such as the example above. Doing a discounted "percentage off" or "dollar off" type of promotion is more complicated and should be avoided.