- How can I apply a gift certificate that was not issued in Inform and reconcile the payment?
- If a customer has a gift card that was not issued from Inform, you can still accept this card for payment and reconcile this in the system.
- For On Account invoices, go to Accounts Receivable > Cash Receipts Posting.
- Search for the Customer and enter $0 as the Amount field.
- In the Check Number box, type GiftCard, or some other note to about the transaction.
- Find the invoice to which you wish to apply the gift certificate balance, and then adjust out the amount used with the certificate. You must adjust the balance to a G/L of your choosing.
- Print and Post.
For POS orders, you can either post the balance to Accounts Receivable using the steps above, or you can post the payment using a Miscellaneous Charge.
- First create a Miscellaneous Charge for the gift certificate discount, and make sure to set up the Misc Charge to the accounts payable G/L of your choosing. See Set up miscellaneous charges
- When you complete the POS order, specify a negative amount in the Misc Charge under Order Total to deduct from the order balance.
- Complete the order.
