How to create a Gift Card for a Product & Service
For this method, you’ll need to determine the total dollar amount (including taxes) for the product or service the client is requesting. In this example, a gift card for a 90 min. Signature Massage which has a total cost of $140.40 will be created.
Step By Step Instructions
Step 1
In the Settings menu, under Products & Services, select Products & Services
Step 2
Select New Item in the top right-hand corner of the Search window
Step 3
The Department is set as Products, select Gift Card under Category. Then give your gift card a Name.
Tip: Set the Item # as a number closely related to the Product & Service you're creating it for or you can leave it blank and the system will automatically apply an Item #.
Step 4
Scroll down to the bottom of the page, enter the Retail value ($140.40 in this example), and set the Tax Type & Payable Tax Type to No Tax, as we've added the taxes to the gift card total. Then click Save.
| Note | You typically would not add taxes to a gift card when purchased, the patient would pay the tax when they use the service or purchase a product. |
How to Redeem the Gift Card
1.
To redeem the gift card for the patients' service, from the appointment block on the schedule select Complete and Invoice then Check out.
2. Under Paid By select Gift Card # it reads Select GC, in the field below that type in the number of the gift card and select Lookup. Enter the gift card Payment Amount and select $ Apply Payment.
| Note | If the gift card is less than the total amount of the invoice at the bottom of the invoice in the actions menu you will select New Payment and select $Apply Payment, then select the invoice. The total of the appointment remaining will populate and the patient can pay the balance. |
How to create a Gift Card for a dollar amount
In this example, you will learn how to create a custom $100 gift card. You can use any denomination for this and you can change the amount upon check out to any amount.
Step By Step Instructions
Step 1
In the Settings menu, under Products & Services, select Products & Services
Step 2
Select New Item in the top right-hand corner of the Search window
Step 3
With the Department set as Products, select Gift Card under Category. Then give your gift card a Name.
Step 4
Scroll down to the bottom of the page, enter the Retail value ($100), and set the Tax Type & Payable Tax Type to No Tax, as taxes will be charged upon redemption of the gift card. Then click Save.
| Note | If you want taxes to be paid on the gift card then calculate what the taxes will be and enter them in the Retail field and set the tax field to No Tax. |
To Checkout and Pay using the Gift Card.
Go to the Billing tab and Quick Invoice.
From the Quick Invoice page enter the details for the invoice in the top portion.
Enter the product & service Gift Certificate at the bottom.
Select Checkout at the bottom of the page and you will get the gift certificate popup. If you have purchased pre-printed gift cards then you can enter the number on the card or select Cancel and Juvonno will create a gift card number for you.
For this example I selected Cancel. The gift card number has been created for me.
Now you will Checkout.
Select the payment type and check the amount and then select $Apply Payment.
You will then get the invoice.
Next, open the patient profile, go to the History tab and then the Credits tab.
You will see the gift card listed.
Click the icon to the left of the item and select View Credit.
Print the credit for the patient which will indicate the gift card number on it.
How to create a Quick invoice for a Gift Card
Go to Billing, Quick invoice.
Enter the Patient Name, Clinic, Practitioner.
Enter the product & service you created for the gift card.
The amount will auto populate or you can enter an amount manually.
Once you select the item you will get a popup where you can enter your own gift card number or select Cancel and Juvonno will create a gift card number for you.
To print the credit open the patient profile, go to Credits and locate the Gift Card.
Click the icon to the left of the Gift Card and select View Credit.
You can print this for the patient as the credit number will appear on the receipt.
<%= heading %>