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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 Certificate" Folio now appears in the House Folio Account |
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.
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.
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The new "Gift Certificate" Folio now appears in the House Folio Account |
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.
House Account folios can be open and closed at anytime as long as they are balanced. To balance the folio, a corresponding charge and payment must be applied. See Balance Folio and Close Folio