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To see step-by-step instructions on how to sell a Gift Certificate in House Accounts using either option, see Gift Certificates | Sell
Use one House Accounts Folio to track all Gift Certificates purchased and redeemed. If you use this method then the folio will remain open and all gift certificates purchased would be tracked in one folio. It is important to remember that although the folio remains open, each transaction needs to be balanced with a payment, allowing it to clear night audit. This option is convenient if you do not sell many gift certificates per year and you want an "at a glance" view of all of the gift certificates sold. TIP: If the folio becomes too long, you can create a new folio to archive older transactions. For example, create a folio called "GC Jan-June 2016" and use the "Transfer Checked Items" to move the past transactions in that date range and then close the folio.
To Set up one House Account Folio for Gift Certificates, follow these steps:
The new "Gift | CertificateCertificates" Folio now appears in the House | Folio AccountAccounts Folios.
| Add New Folio Example |
Use one Create a new House Accounts Folio to track all Gift Certificates for each Gift Certificate purchased and redeemedthen closed.If you use this method, then the folio will remain open and all gift certificates purchased would be tracked in one folio. It is important to remember that although the folio remains open, each transaction needs to be balanced with a payment, allowing it to clear night audit. This option is convenient if you do not sell many gift certificates per year and you want an "at a glance" view of all of the gift certificates sold. TIP: If the folio becomes too long, you can create a new folio to archive older transactions. For example, create a folio called "GC Jan-June 2016" and use the "Transfer Checked Items" to move the past transactions in that date range and then close the folio. each sale will have it's own Folio # and name. The folio can be also be closed and located again at a later time with the "Search Folio" function. The naming of the folio is important for this reason.
Since a folio is created for each purchase, then the Folio # itself can be used for tracking and in the description when the Gift Certificate is redeemed.
To Set up a House Account Folio each Gift Certificate sale, follow these steps:
The new "for the Gift Certificate Folio for "Ben Smith" Folio now appears in the House Folio Account Folios. |
To use the House Accounts for Gift Certificates, go to FRONT DESK | HOUSE ACCOUNTS to set up, manage and print House Folio accounts. The Primary Folio serves as your main House Account Folio and will always display as the default when you go to the House Accounts.
Add New Folio Example |