The purpose of this document is to explain how to setup Autosoft to be able to sell and accept Gift Certificates
Selling Gift Certificates
- Setup Gift Certificates as a part in the Stock Master File
- Sell the Gift Certificate to the customer as normal on a parts invoice
Accepting Gift Certificate as Payment
- Add a payment method specifically for Gift Certificate
Go to General Ledger - Banking - Till Menu - Payment Methods
- Setup a Bank Account for Gift Certificates to handle Bank Undeposited Funds function
Go to General Ledger - Banking - Bank Reconciliation - Bank Accounts
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