Gift cards

A gift card is when a customer pays you and you supply them with a gift card in order for them to claim your product or service at a later stage. It's the same principle as a voucher you would buy from a store.

There are two steps when it comes to gift cards:

1. Registering a gift card
2. Issuing a gift card

In order to be able to use the gift card function, there are certain things that need to be in place:

• You need to set up a gift card control account.
• You need a gift card ID.

Setting up a gift card control account

1. Navigate to System / Default Accounts.
2. Enter an account number in the ACCOUNT column next to Gift Card Control Account. This is a current asset account.
3. Enter the group number in the Group text box.
4. Enter a description in the Description text box.
5. Click the Accept button.
6. Click the Accept button.
7. Check that the following message box appears: The default accounts have been updated successfully.
8. Click the OK button.

Creating a gift card ID

1. Navigate to System / Company Parameters.
2. Click on the Security tab.
3. Enter a gift card ID in the Gift Card ID text box.
4. Enter a maximum gist card value in the Maximum Gift Card Value text box.
5. Click the Accept button.
6. Check that the following message box appears: The company parameters have been updated successfully.
7. Click the OK button.

Once these two things have been set up you can use the gift card function.

Registering a gift card

Watch this video to see how to register a gift card or follow the steps below it.

1. Navigate to Debtors / Debtor Payments / Gift Cards / Register Gift Cards.
2. Select to enable or disable double scan from the Double Scan options.
3. Click the Start Scan button.
4. Enter the gift card number in the Current Card Number text box.
5. Repeat for more gift cards, if required.
6. Click the End Scan button.
7. Click the Close button.

Issuing a gift card

Watch this video to see how to issue a gift card or follow the steps below it.

1. Navigate to Debtors / Debtor Payments / Gift Cards / Issue Gift Card.
2. Enter the payment's effective date in the Date text box.
3. Select the payment type from the Payment Type dropdown list.
4. Enter a cheque number in the Cheque No text box, if required.
5. Enter the drawer's name in the Name text box.
6. Enter the drawer's ID number in the ID no text box, if required.
7. Enter a credit card number in the C/Card text box, if required.
8. Enter a comment in the Comment text box, if required.
9. Enter (or select) the relevant gift card control account number in the Designated Bank Account text box.
10. Enter the gift card value in the Amount text box.
11. Enter the gift card number in the Gift Card Number text box.
12. Enter a telephone number in the Telephone Number text box, if required.
13. Enter an email address in the Email Address text box, if required.
14. Click the Accept button.
15. Print specifying the print options and clicking the OK button, or click the Cancel button to close the window without printing.