Note: A customer must have an available (negative) Gift Certificate balance on their account before you can process a payment. See Payment Type - Sell a Gift Certificate for details on issuing gift certificates.

1. From the Payment toolbar, click the Gift Cert button.
2. The Amount field automatically populates with the amount due on the transaction. If the amount the customer wishes to use is different, enter that amount instead.
   1. Note: Not sure how much the customer has available? The customer’s available balance displays below the Comments field. An available balance displays in parentheses.
3. Click the Save button.
4. If the customer overpaid on the transaction, the Change Due dialog box displays. Click OK to return cash to the customer.

Gift Certificate balances do not transfer between locations. Balance tracking is location/database specific.

Additional Resources

KB22-039