Accepting Gift Card Payments
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(New page: You can accept gift cards as payment for all types of orders in the Order Entry and Point of Sale windows. If a sale contains a gift card and another card type payment, such as a credit or...) |
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#Swipe the gift card or click the arrow in the Type column and select Gift Card, then enter the gift card number. If the gift card is active, a message will pop up with the gift card balance and expiration date. If the gift card is expired, a message will pop up stating that the gift card is expired. You cannot redeem an expired gift card.<br>''NOTE: Gift cards can only be redeemed in the store in which they were purchased. Gift cards that have been activated in another store will appear as inactive in your store. (unless both stores use the same credentials for processing credit cards over the Internet).'' | #Swipe the gift card or click the arrow in the Type column and select Gift Card, then enter the gift card number. If the gift card is active, a message will pop up with the gift card balance and expiration date. If the gift card is expired, a message will pop up stating that the gift card is expired. You cannot redeem an expired gift card.<br>''NOTE: Gift cards can only be redeemed in the store in which they were purchased. Gift cards that have been activated in another store will appear as inactive in your store. (unless both stores use the same credentials for processing credit cards over the Internet).'' | ||
#Click OK. If the value on the gift card exceeds the Balance Due, when you click Complete, the balance due will be deducted from the value on the card. If the value on the card is less than the Amount Due, you will need to select another payment type to complete the payment. If you want to use less value from the gift card, you can enter a different amount for the gift card and enter an additional payment type. | #Click OK. If the value on the gift card exceeds the Balance Due, when you click Complete, the balance due will be deducted from the value on the card. If the value on the card is less than the Amount Due, you will need to select another payment type to complete the payment. If you want to use less value from the gift card, you can enter a different amount for the gift card and enter an additional payment type. | ||
+ | #Click Complete. | ||
+ | #If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK. | ||
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+ | When the system removes the value from the gift card, the Approval column will show that the gift card was approved. If the value deducted from the gift card was less than the value on the gift card, the remaining value will be retained on the gift card. If another card type payment, such as a credit or debit card, was used on the sale, and this payment type is not approved, no value will be deducted from the gift card. This is done in the event that the customer decides not to use the gift card. | ||
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+ | '''To accept a gift card payment in the Point of Sale window:''' | ||
+ | #Fill out the order as you normally would. | ||
+ | #When you are finished filling out the order, click Complete. The Payments window opens. | ||
+ | #Swipe the gift card or click the arrow in the Type column and select Gift Card, then enter the gift card number. If the gift card is active, a message will pop up with the gift card balance and expiration date. If the gift card is expired, a message will pop up stating that the gift card is expired. You cannot redeem an expired gift card.<br>''NOTE: Gift cards can only be redeemed in the store in which they were purchased. Gift cards that have been activated in another store will appear as inactive in your store (unless your stores use the same credentials for processing credit cards over the Internet).'' | ||
+ | #Click OK. The value on the card will be applied as the amount Tendered. If the value on the gift card exceeds the Amount Paid, when you click Complete, the Amount Paid will be deducted from the value on the card. If the value on the card is less than the Amount Paid, you will need to select another payment type to complete the payment. If you want to use less value from the gift card, you can enter a different amount for the gift card and enter an additional payment type. | ||
#Click Complete. | #Click Complete. | ||
#If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK. | #If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK. | ||
When the system removes the value from the gift card, the Approval column will show that the gift card was approved. If the value deducted from the gift card was less than the value on the gift card, the remaining value will be retained on the gift card. If another card type payment, such as a credit or debit card, was used on the sale, and this payment type is not approved, no value will be deducted from the gift card. This is done in the event that the customer decides not to use the gift card. | When the system removes the value from the gift card, the Approval column will show that the gift card was approved. If the value deducted from the gift card was less than the value on the gift card, the remaining value will be retained on the gift card. If another card type payment, such as a credit or debit card, was used on the sale, and this payment type is not approved, no value will be deducted from the gift card. This is done in the event that the customer decides not to use the gift card. |
Revision as of 15:57, 4 March 2011
You can accept gift cards as payment for all types of orders in the Order Entry and Point of Sale windows. If a sale contains a gift card and another card type payment, such as a credit or debit card, the gift card will be processed first.
To accept a gift card payment in the Order Entry window:
- Fill out the order as you normally would.
- When you are finished filling out the order, click Complete. The Payments window opens.
- Swipe the gift card or click the arrow in the Type column and select Gift Card, then enter the gift card number. If the gift card is active, a message will pop up with the gift card balance and expiration date. If the gift card is expired, a message will pop up stating that the gift card is expired. You cannot redeem an expired gift card.
NOTE: Gift cards can only be redeemed in the store in which they were purchased. Gift cards that have been activated in another store will appear as inactive in your store. (unless both stores use the same credentials for processing credit cards over the Internet). - Click OK. If the value on the gift card exceeds the Balance Due, when you click Complete, the balance due will be deducted from the value on the card. If the value on the card is less than the Amount Due, you will need to select another payment type to complete the payment. If you want to use less value from the gift card, you can enter a different amount for the gift card and enter an additional payment type.
- Click Complete.
- If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.
When the system removes the value from the gift card, the Approval column will show that the gift card was approved. If the value deducted from the gift card was less than the value on the gift card, the remaining value will be retained on the gift card. If another card type payment, such as a credit or debit card, was used on the sale, and this payment type is not approved, no value will be deducted from the gift card. This is done in the event that the customer decides not to use the gift card.
To accept a gift card payment in the Point of Sale window:
- Fill out the order as you normally would.
- When you are finished filling out the order, click Complete. The Payments window opens.
- Swipe the gift card or click the arrow in the Type column and select Gift Card, then enter the gift card number. If the gift card is active, a message will pop up with the gift card balance and expiration date. If the gift card is expired, a message will pop up stating that the gift card is expired. You cannot redeem an expired gift card.
NOTE: Gift cards can only be redeemed in the store in which they were purchased. Gift cards that have been activated in another store will appear as inactive in your store (unless your stores use the same credentials for processing credit cards over the Internet). - Click OK. The value on the card will be applied as the amount Tendered. If the value on the gift card exceeds the Amount Paid, when you click Complete, the Amount Paid will be deducted from the value on the card. If the value on the card is less than the Amount Paid, you will need to select another payment type to complete the payment. If you want to use less value from the gift card, you can enter a different amount for the gift card and enter an additional payment type.
- Click Complete.
- If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.
When the system removes the value from the gift card, the Approval column will show that the gift card was approved. If the value deducted from the gift card was less than the value on the gift card, the remaining value will be retained on the gift card. If another card type payment, such as a credit or debit card, was used on the sale, and this payment type is not approved, no value will be deducted from the gift card. This is done in the event that the customer decides not to use the gift card.