Gift Certificates for Billing on a Sales Custom Transaction
This topic describes how to process, apply, and manage gift certificates within billing transactions. For an overview of billing on sales transactions, see Billing Subtab of a Sales Custom Transaction.
You can apply a gift certificate to a custom sales transaction instance. Before you can apply a gift certificate, you must sell it. For information about selling a gift certificate, see Gift Certificates for Items on a Sales Custom Transaction on the Items Subtab of a Sales Custom Transaction.
To apply a gift certificate:
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Click the Billing subtab.
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In the Payment section Gift Certificate field, enter the gift certificate number or select the appropriate gift certificate number from the list.
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The value in the Amount Applied field defaults to one of the following:
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The amount of the purchased item, if the item is less than the gift certificate value.
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The full value of the gift certificate, if the item cost is more than the gift certificate value.
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The Available Credit field shows any remaining balance on the gift certificate.
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The Gift Certificate line in the Summary on the upper right corner of the page shows the gift certificate amount applied. You can apply additional gift certificates to the same sales transaction.
For more information about gift certificates, see Gift Certificates.
For information about other subtabs available for sales custom transactions, see Creating a Sales Custom Transaction Instance.