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Applying a Gift Certificate

If this is the first article you are reading about 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 in the Invoices section.

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. A partial or full          redemption of the certificate is acceptable.

Note: When 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.