Gift cards are used by customers as pre-paid receipts to pay for activities, facility rentals, and programs. The money that is paid for the gift card is stored in the GL liability account. After the gift card is used, the money is moved to the appropriate revenue account.
This section provides an overview of gift cards and how they are created, sold, used, and managed in ACTIVE Net.
Configure a GL account to create a gift card liability account.
Create the gift card type at Administration > Financial Settings > Gift Card Types. Click here to see the details of the fields.
Enter the gift card as the Gift Card Type Name.
Enter any conditions for using the gift card.
Enter the default amount of the gift card.
Note: If you want to allow the user to change the default amount, select Allow Amount to be Changed?
Select the liability GL account as the Gift Card Liability Account from the dropdown list.
Enter the expiration date if required.
Click here to see the detailed procedure.
Two types of reports that you can generate are:
Search for a gift card.
Use gift cards as payment types during the payment process. See Receipt Payment for details.
Adding or modifying a gift card type