How to keep a record of payments by gift cards

How to keep a record of payments by gift cards

To keep a record of payments by gift cards, use one of the gift card types: gift cards as a product or gift card as a discount. 

To set up the record of payments by gift cards in the revenue:

  1. Go to Settings → Order payment methods in the management console.

  2. Click Edit next to Gift card

  3. In Gift cards accounting:

    — Uncheck it to sell gift cards to your guests as products added in Menu → Products. For example, Gift card for $100”. 

    💡 A receipt will be closed by the Gift card payment method on the register, and it will be considered as a discount in Poster and this amount will not be counted in the revenue.

    — Check it to use a gift card as a discount. In this case, waiters will close receipts by Gift card and this amount will be counted in the revenue.  
  4. Click Save.

 

💡 Combine basic payment methods:

— if the order amount exceeds the nominal value of the gift cards, your guest can pay the rest of the receipt amount with cash or card. For example, if the receipt amount is $115, the guest can pay $15 by cash and $100 by gift cards;

— if the order amount is less than the nominal value of the gift cards, then the rest cannot be refunded. For example, if the receipt amount is $85 and a guest pays by $100 gift card, a waiter or a cashier writes $85 in the Gift card payment method field but doesn’t give $15 change back.

☝️ Payment by gift cards cannot be combined with additional payment methods.

 

If you changed the record-keeping settings of payments by gift cards, view the revenue by each gift card type in sales reports by payment methods

 

 

 

Read more:

How to add a product

How to accept payment for the receipt

How to view sales reports by payment methods

How to work with receipts report

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