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How to create a new Gift Certificate

1. Click the New button in the upper right hand corner.
A new record appears for you to fill in with a sequential serial number, today's date and automatically marked as redeemed
'No'.

2. Fill in the Gift Certificate Wording requested by your customer in the To and From fields.

3. Enter the Amount (required) and the By Line (optional).
Select from a pop-up menu of pre-entered options or edit the list to offer different choices in Edit... or add a one time line by using Other... .

4. Select the customer who is purchasing this certificate by using the Find By Name, By Company or By Phone buttons. If the customer is not in your database add them by clicking New Customer side bar button.

5. Click the grey Show Choices side bar button half way down the left to show the customer the three possible printing styles; Modern, Traditional or Classic.

Creating a New Gift Certificate

6. Print the customer's desired printing style using the appropriate Print button.
Print the certificate in the language of the recipient. The three choices are English, Spanish and French. Using the other side bar buttons, i.e. Print Modern will not give you the language choices. Only the Modern and Classic styles display the store logo.

7. Trim the Gift Certificate paper, enclose in an envelope and hand to the customer.

Creating a New Gift Certificate

8. Click Post to Invoice side bar button. A new invoice appears with the line item as nontaxable.

9. Select Enter a Payment and follow through with the transaction.



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Article Details

Last Updated
9th of December, 2009

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