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

 

 


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

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

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