Gift Certificates for Items on a Sales Custom Transaction

This topic describes how to sell and process gift certificate items on sales custom transactions. To learn more about managing items on custom transactions, see Items Subtab of a Sales Custom Transaction.

Gift certificate items enable customers to purchase store credit that they can send to someone as a gift. To sell a gift certificate, you add the gift certificate as an item on a sales transaction.

To sell a gift certificate:

  1. Enter a gift certificate item or select one from the list.

  2. In the Amount field, enter the gift certificate amount.

  3. Select the Gift Certificate field. In the popup window, enter details in the From, Recipient Name, Recipient Email, and Gift Message fields.

  4. Click Save.

After you sell a gift certificate, you can apply it to a sales transaction. For more information about applying a gift certificate, see Gift Certificates for Billing on a Sales Custom Transaction on the Billing Subtab of a Sales Custom Transaction.

For more information, see Gift Certificates.

For information about other subtabs available for sales custom transactions, see Creating a Sales Custom Transaction Instance.

Related Topics

General Notices