Set Up and Redeem Gift Cards with Payment Type/Code in Checkout

There are two options for redeeming gift cards within Recreation Management. Only one method can be selected, and this method will apply to all gift cards. This article will show you how to redeem a gift card with the Gift Card Payment Type. In this method, when a customer purchases a gift card, they will be given a unique gift card code on their receipt. This code will then need to be input with each purchase until the gift card is out of funds. For this process, the gift card funds are not associated with any account, so users will not be able to track their remaining balance. Staff, however, can pull a report to view all gift card balances.

View the Set Up and Redeem Gift Card with User Credit article for details on the second option.

Instructions

Set Up the Gift Card Payment Type

1. Contact Support to enable your Gift Card Behavior to Apply Code in Checkout

2. Create a Gift Card Point of Sale (POS) Item, and ensure that the Gift Card box is checked

   • Link the POS to a Gift Card Liability General Ledger (GL) Code

3. Create a Gift Card Payment Type with the Is Gift Card feature turned on

   Note: This payment type should be linked to a Liability GL Code.

Redeem the Gift Card

1. Once a gift card is purchased, obtain and copy your gift card code from the transaction receipt

2. Navigate to the Catalog

3. Select items to purchase

4. Select the Cart

5. Review items and click Checkout

6. Respond to any Prompts or Waivers (these will vary based on setup)

7. Select the Gift Card payment type

8. Enter your Gift Card Code

   Note: The system will track how much is being used with the gift card code and will not let you charge more than the balance available on the gift card.

9. Click Add Gift Card Payment

10. Click Complete Transaction

11. View the receipt

Resources

• Purchase a Gift Card

• Gift Card Balance Report