Note: A customer must have an available (negative) Gift Certificate balance on their account before you can process a payment. See Payment Type - Sell a Gift Certificate or Payment Type - Sell & Redeem a Gift Certificate for a Unknown Customer for details on issuing gift certificates.

1. Create the transaction under the Customer redeeming the Gift Certificate.
   1. You can verify their Gift Certificate balance by single clicking on their customer record.

2. Add the item(s) to the transaction.
3. From the Payment toolbar, click the Gift Cert button.

4. The Amount field automatically populates with the amount due on the transaction. If the amount the customer wishes to use is different, enter that amount instead.
   1. Note: Not sure how much the customer has available? The customer’s available balance displays below the Comments field. An available balance displays in parentheses.
5. Enter the Gift Certificate Number into the Payment comments field.

6. Click the Save button.
7. If the the transaction balance is less than the customer's Gift Certificate balance, it will be deducted from their Gift Certificate balance. If it is less, the remaining balance owed by the customer will display.

8. Add any additional payments.

Gift Certificate balances do not transfer between locations. Balance tracking is location/database specific.

Additional Resources

KB22-039