To apply a gift certificate to a reservation, follow the steps below. If this is the first article you are reading on gift certificates you should take a look at the article on how to set them up: Setting Up Gift Certificates
To apply an existing gift certificate to a reservation, follow these steps:
1. Make a new reservation or open an existing reservation
2. Click on the green Payment button
3. Click the drop-down for the Payment Type and select Gift Certificate, then search for the gift certificate you would like to utilize in the Gift Certificate field. When done hit the green Make Payment button in the upper right-hand corner. You can determine the amount of the gift certificate you would like to apply to the invoice of the reservation. The partial or full redemption of the certificate is acceptable.
Note: If applying a partial amount, the remaining balance stays on the gift certificate and can be used for future reservations.
4. Any restrictions you've set on the gift certificate you've chosen will display before you apply the certificate as a payment against the reservation invoice like so:
5. If you forgot to take payment for the gift certificate you are attempting to use it will give you a warning like so:
6. After applying the gift certificate, the payment will appear in the Transactions section of the reservation invoice: If the gift certificate covers the full reservation balance, no additional payment is required. If the gift certificate balance is insufficient, collect the remaining amount using another payment method. 