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How do I sell a Gift Card? (Sale view)

A Gift Card can be sold from the Sales section (see below), or from the Gift Cards section (see How do I sell a Gift Card? (Gift Card view))

To sell a Gift Cards from the Sales section, either create a new Sale or edit a Sale

Gift Cards are added to Sales in the 'Products' section

how-do-i-sell-a-gift-card-sale-view

To add a Gift Card to the Sale, 

EITHER

Click the down arrow next to + Add Product, and choose Gift Card

how-do-i-sell-a-gift-card-sale-view

OR

Click +Add Producthow-do-i-sell-a-gift-card-sale-view  and choose Gift Card from the middle box

how-do-i-sell-a-gift-card-sale-view

Here you can :

EITHER

Select from the list of existing Gift Cards - which have been created but not sold yet - by clicking Select

OR

Create a new Gift Card by clicking + Create Gift Card

how-do-i-sell-a-gift-card-sale-view

how-do-i-sell-a-gift-card-sale-view

Complete the following fields:

FieldDescription
CustomerEnter the recipient for the Gift Cardhow-do-i-sell-a-gift-card-sale-viewUse the **+**button to enter in a new CustomerUse the drop down option to search from existing Customers
BalanceEnter the Gift Card balance
Custom NumberEnter your own number for the Gift Card, or leave this blank for a system generated numberUse this option if you have hard-copy Gift Cards and you wish to match the number up

Click Save

Proceed processing the remainder of the Sale see How do I add a Payment to a Sale?

To email the Gift Card see How do I email a Gift Card?

A Gift Card can be sold from the Sales section, or from the Gift Cards section (see How do I sell a Gift Card? (Gift Card view))

To sell a Gift Card from the Sales section, either create a new Sale or edit a Sale

Please note, when using the iOS App, a the Gift Card must be first be created, before if can be added to a Sale, see How do I sell a Gift Card? (Gift Card view)

Tap + Add Product in the Edit Sale box, and select Gift Card :

how-do-i-sell-a-gift-card-sale-view

Select from the list of Gift Cards - which have been created but not yet sold:

how-do-i-sell-a-gift-card-sale-view

The Gift Card will now show up in the Products section:

how-do-i-sell-a-gift-card-sale-view

Proceed with adding any required items and payments to the Sale (see How do I add a Payment to a Sale?)

Then close the Sale

To email the Gift Card see How do I email a Gift Card?


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