Create a Gift Card

Gift cards give your clinic a simple way to sell prepaid amounts that patients can use toward future services or products. Create a gift card in Juvonno using Quick Invoice in just a few steps.

What You Need 

• A patient named Gift Cards
  • This Patient Profile is used to track gift card purchases
• An Item # for Gift Cards 

Instructions

Create a Quick Invoice 

1. Select the + icon at the top of the page 

2. Under SALES, select Quick Invoice 

    

3. Enter the details: 
   • Patient: Search for Gift Card
   • Insurance: Select Direct to Patient 
   • Practitioner: Select No Practitioner 
   • Notes: Add the purchaser's information including their: 
     • First and last name
     • Contact number
4.  Item #: Enter your code for gift card
5. When prompted to Enter Gift Card #, choose one of the following options: 
   • Enter the number from a physical gift card (if you have one) and then click OK 
     • Do not include any special characters (e.g., !@#$%^&*(){}|:"<>?)
   • Enter a number that you would like to assign to the gift card and then click OK
     • Do not include any special characters (e.g., !@#$%^&*(){}|:<>?)
   • Click Cancel to have the system generate one automatically 

3. Under Amount, enter how much the gift card will be redeemable for
4. Click Checkout

5. Complete the checkout process

Result

• An invoice is generated with:
  • To: "Gift Card
  • The Gift Card # 

  • Purchaser details (in Notes) 

     

• You will be able to search for the gift card via Accounting > Gift Cards 
  • Enter the Patient Gift Card 
• The recipient will be able to pay for their services using the gift card number