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Gift Certificates

Nick
  • Updated

Gift certificates may be purchased to allow loved ones to choose their own services and experiences. There are a couple of ways to manage gift certificates in Noterro.

Case One: Non-Patient Purchase for Non-Patient

  1. Add a Product named Gift Certificate (Gear icon >  Base Set Up > Products > Add New > New Category: Gift Certificates > Product Name and Price of Gift Certificate).
  2. Create a New Patient profile: first name Miscellaneous, last name Account (You will use this account to sell all your gift certificates). 
  3. In the new Patient Profile, create a New Invoice (Billing tab> Add Invoice > Under Invoice Item type Gift Certificate > Quick Pay).
  4. Print Invoice with the Gift Certificate and give it to the Non-Patient.

Case Two: Non-Patient Purchase for Existing Patient

  1. Add a Product named Gift Certificate (Gear icon >  Base Set Up > Products > Add New > New Category: Gift Certificates > Product Name and Price of Gift Certificate).
  2. Create a New Patient profile: first name Miscellaneous, last name Account (You will use this account to sell all your Gift Certificates). 
  3. In the new Patient Profile, create a New Invoice (Billing tab> Add Invoice > Under Invoice Item type Gift Certificate > Quick Pay).
  4. Print Invoice with the Gift Certificate and give to the Non-Patient.
  5. When the Patient Redeems the Gift Certificate, apply the amount of the Gift Certificate to the Patient's account as a Credit. (To put credit on the account: click on the Patient's name > billing tab > Add Payment button >  Gift Certificate and follow the steps). 

Important Note: You could run a Product Report on Gift Certificates to see the total number of gift certificates sold in a set period. Then, you could run a Payment Method Report for that same period to see what was redeemed.

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Comments

3 comments

Date Votes
  • Candice Stevenson

    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

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  • Candice Stevenson
    • Edited

    Helpful yes, however if someone wishes to transfer the gift certificate to another person the credit on the original person's account would need to be transferred and as gift certificates have no expiration date we could be carrying this information for a very long time so we look forward to the day you have a system for this developed! :D

    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?

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  • Nick

    Candice,

    I have created a support ticket to answer your questions.

    Thanks

     

    0

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