How to set a used Gift Card as Paid

  • Updated



If you have a Gift Card without a balance that continues to display as an available credit, follow the steps below to set the card as paid.


Tip Gift Cards used after Aug 21, 2019 are auto-set as paid.  This would only apply to payable gift cards with a balance of $0.00 created before Aug 21 2019.

1) Navigate to Accounting > Gift Cards 

2) Enter a Start Date, set the Status to Payable and select Search




3) Select the menu icon and choose the option Set Gift Card as Paid.


4) The Gift Card is now set as Paid and will no longer appear as a credit for the patient.

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