Gift Vouchers - Overview

Gift Vouchers are sold and tracked like any sale item but instead of handing over stock to the customer a Credit is raised and linked to the purchasers record for the voucher amount. Unlike a general credit (resulting from overpayment or a return) this is a special credit that will only be consumed when the operator selects Gift Voucher as the payment method to pay or part pay a standard sale. The gift voucher ID is then required. In contrast, General Credits can be automatically consumed during a payment cycle for any invoice attached to that customer.

Purchasing a Gift Voucher

The following presumes that you are viewing either the POS Summary or POS Details screen.

From the POS interface Click the “All other Trans” (F8) button and select Gift Voucher. You are prompted for the purchaser’s name (if not already in the database you can create a new contact record) and then for the amount and any comment. Do not select the person who the voucher is intended for here. The voucher should be linked to the purchaser.

Print a standard docket and optionally fill out a certificate with the ID of the Gift Voucher Credit and any other information you wish to record to ensure authenticity (the specifics are left to individual businesses).

Two transaction records are created, one for the sale and another to track the Credit.

Making Payments using existing gift vouchers.

A gift voucher Credit can be used as payment or part payment against any sale to any customer, even the counter customer (i.e. an unlinked sale). When entering payments select Gift Voucher as the payment method. You are prompted for the gift voucher ID. (Even if the customer has lost the voucher the ID can still be found by looking up the original purchaser’s transactions using the Customer Lookup functions.)

The Credit amount is partially or fully consumed as full or partial payment against the amount due on the current sale. Any outstanding credit on the gift voucher can be used in the future for one or more payments.

Where appropriate you are prompted to enter another payment if there is any outstanding debt on the invoice being paid out.