Accounting for previously sold Gift Certificates

If you have outstanding Gift Certificates that you sold prior to setting up your MassageBook account, you have several options that will allow you to track those gift certificates directly within a client's record. While you can account for these Gift Certificates however you would like, we recommend the two ways described below. Please note that these options differ based on whether or not your want a new MassageBook Gift Certificate code to be generated, or if you only wish to keep track of the previous code. 

Selling a Product and Issuing Store Credit:

Use this option if you have your own, (separate from MassageBook) Gift Certificate Code that you want to keep on file for the client. We recommend assigning the Gift Certificate to the purchasing client's account, in the event you do not know who will actually be redeeming the Gift Certificate.

Note: Selling a Product for the Gift Certificate will generate an invoice with the Gift Certificate Code. If you don't wish to keep track of the code, you can bypass the first steps 1-7 below and simply issue Store Credit to the client. 

  1. Navigate to your Business tab.
  2. Select Cash Register.
  3. Enter the name of the client who purchased the Gift Certificate in the Select Client field, or select Add New if the client is not in your Client List. 
  4. Select Product.
  5. In the Description field, enter the Gift Certificate number or unique description, "1" for Quantity, and the Amount the client paid.



  6. Add a Discount so the amount due is 0.00 (this does not change the value of the Gift Certificate, only the amount owed to you).
  7. Select Next: Payment followed by Confirm to complete the payment process.
  8. Navigate to your Business tab.
  9. Select Clients.
  10. Select the purchasing client in your Client List.
  11. Select the Account tab.
  12. In the space marked Store Credit, apply the value of the previously sold Gift Certificate.
  13. Store Credit will automatically display the next time you check the client out via the Cash Register. If you do not know who is going to be redeeming the Gift Certificate until they come in with it in hand, discount the amount due at check-out by the value of the Gift Certificate, and reduce the Store Credit on the purchaser's account. 

Selling a Gift Certificate and Issuing a Gift Certificate Code:

Use this option if you want to use MassageBook's Gift Certificate feature to manage your previously sold Gift Certificates. We recommend assigning the Gift Certificate to the purchasing client's account, in the event you do not know who will actually be redeeming the Gift Certificate. 

  1. Navigate to your Business tab.
  2. Select Cash Register.
  3. Enter the name of the client who purchased the Gift Certificate in the Select Client field, or select Add New if the client is not in your Client List. 
  4. Select the Gift Certificates button.
  5. Choose a Template; select the Type of Gift Certificate from the drop-down; enter the Recipient's First and Last Name; choose PrintPersonalize it and select Save
  6. Add a Discount so the amount due is 0.00 (this does not change the value of the Gift Certificate, only the amount owed to you).

  7. Proceed by selecting Next: Payment followed by Confirm to complete the payment process.
  8. On the receipt page, select the first option for Done, don't send email receipt. This is important, so that you do not confuse the client by sending them another receipt for the Gift Certificate purchase. 



  9. View the outstanding Gift Certificate under the Account or Credits tab in the purchasing client's record.

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