Creating a monetary gift voucher
- 05 Dec 2023
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Creating a monetary gift voucher
- Updated on 05 Dec 2023
- 1 Minute to read
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Print
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PDF
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A monetary voucher is a gift certificate has a fixed monetary value and can be redeemed for any service or product. This article will outline how to create a monetary voucher, and also how to view and redeem them for a service or product.
Creating a monetary gift voucher
When a monetary voucher is created it essentially increases the client's account balance. It then sits on the client's account until it's ready to be redeemed
For example:
| Product category | Product type (system defined) | Product name |
|---|---|---|
| Vouchers | Gift certificate | Gift certificate for $100 |
| Vouchers | Gift certificate | Gift certificate for $200 |
Steps
- Navigate to Setup > Shopping >
Products & Packages
- Click Add Product
- Enter the Product Name
- Enter the product Category
- See Creating product categories for more information on adding product categories
- Under Product Type, select Gift Certificate
- Enter remaining product details, such as Retail Price
- Click Save
Viewing and redeeming a monetary gift voucher
Once a monetary gift voucher has been purchased (or gifted) to a client, it can be viewed by going to the client's profile and checking their account balance, and then using that against their desired purchase.
Steps
- Navigate to the relevant client
- On the Client tab, scroll down to the Account Balance field
- The history icon can be clicked to view the full history of a client's Account Balance, and you can also see the invoice number so you can track the purchase (via the Sales menu)
- To use the client account balance (and essentially redeem this monetary gift voucher), upon payment of a booking or product simply click the Use Balance link and it will automatically apply the client's account balance to that purchase. If it's only partially used, then the remaining amount will sit on the client's account balance ready for their next purchase.
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