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Gift Certificates

InnoCare Software does not have a built in gift certificate function; however, you can do the following to keep track of your gift certificates.

Setup InnoCare Software for Gift Certificates

  • Create a product named "Gift Certificate"
  • Enter price in Price Schedule
  • Create Payment Type for "Gift Certificate"
  • Create a Client named "Walkin" to allow you to sell a Gift Certiticate to a non-client

Selling Gift Certificates 

  • Charge Gift Certificate product to client purchasing
  • Edit Price if necessary
  • Post Payment for Gift Certificate (Cash, Visa, etc.)

Paying with Gift Certificates

  • Post payment for services of type "Gift Certificate"

 

Remember to NOT include the gift certificate amount in your financial summary as you would be claiming the money twice.

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