There is a way to manage gift certificates in Noterro. It may or may not be suitable.
You could run a Product Report on gift certificates to see the total amount of gift certificates sold is a set period of time. You could then run a Payment Method report for that same time period to see what was redeemed.
I will explain on how you would handle this in two separate cases.
Case One: Non-client purchase for Non-client
1. Create a new client profile first name Miscellaneous last name Account (You will use this account to sell all your gift certificates). Add a product named Gift Certificate (click on the gear icon and under the billing settings click products.
2. Give them the paper copy of your gift certificate
Case Two: Non-client purchase for Existing Client
1. Create a new client profile first name Miscellaneous last name Account (You will use this account to sell all your gift certificates). Add a product named Gift Certificate (click on the gear icon and under the billing settings click products.
2. Give them the paper copy of your gift certificate
3. When the client redeems the gift certificate, apply the amount of the gift certificate to credit on the client's account. To put credit on the account, click on the client's name, click on the billing tab, click on the Add Payment button, select Gift Certificate and follow the steps (add gift certificate number as a note if you wish).
Comments
3 comments
I know it's a ways out before you guys develop a functioning Gift Certificate purchasing and redemption tracking system but as a thought for when it is done, and maybe even possibly now if you could add in a function to allow for us to print them off a "client friendly receipt" for when a client pays for their treatment for massage with a gift certificate and wishes to receive a receipt.
The current invoice available to print shows an amount paid where under the current policies for receipts and drafted standards of practice for Fees and billing will read, each states,
" When the gift certificate is redeemed, a receipt for the dollar amount of the gift certificate is not issued. If the recipient of the massage wishes to receive a receipt, the dollar amount listed must be “gift certificate redeemed” with NO dollar amount given."
We do however want and need this information on the invoice and transaction for our own accounting records and needs, but somehow if there was a second version available for the client that would be ideal.
If this isn't possible at this time I understand and we will continue to make one up ourselves with the correct information like in the second image below.
CMTO's Example
Secondly, this update does not address the concern that in Ontario, the CMTO states that if a client wishes to receive a receipt for a treatment they used a gift certificate to pay for or even if they used it to pay for PART of their treatment as I had happen today, the receipt NEEDS to show that the portion paid for with the gift certificate is “gift certificate redeemed” with NO dollar amount given. Is there any way to have a "customer copy" that shows the amount paid for with a gift certificate is just "gift certificate redeemed" WITHOUT a dollar value associated to that line?
Thirdly, if we do as suggested in Case Two, and someone redeems a gift certificate and all we have done is added a credit to their account without matching it to that appointments invoice which it should be applied to, I assume in order to settle up we then pay out that invoice with "Apply Credit" in which case would the accounting not add up to look as though we have received 2 payments in that day?
Candice,
I have created a support ticket to answer your questions.
Thanks
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