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myStratus:

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Video Information

Reference #: SPTV 3-204
Created: 00.00.00
Last Revised: 00.00.00

Gift Certificates

The Professional and Enterprise editions of the software can help you manage gift certificate and gift card sales, redemptions, and donations. Find out how to check the available balance and run reports too!

Please note: Because we are continually updating our library of training videos as new versions of our software are released, this video will likely show an older or newer version of StudioPlus Spectra/myStratus than you have installed. Don't worry! The video will still give you a great overview of this feature.

 

Outline:

1. Setting up Gift Certificates
   1. Create a new item in generic price list
      1. Assign number only if there isn't already a preprinted number
      2. Non-taxable checkbox
      3. GL account
      4. Product line
   2. Payment methods
      1. Payment type - gift certificate
      2. GL account
2. Issuing Gift Certificates
   1. Create a new invoice
      1. Enter gift certificate number if the software does not
      2. Enter amount
      3. Record payment
3. Issuing Gift Certificates for Charities
1. Create invoice and enter gift certificate normally
   1. Offset gift certificate amount
   2. Enter gift certificate number
4. Gift Certificate Reports
   1. Gift certificates activity
   2. Gift certificate outstanding

Additional Information

» Next video - "Payment Plans"
» Spectra Training Checklist
» Online Help topic(s) - Gift Certificates