Gift Vouchers

Marlin GTX enables you to sell, track, and redeem gift vouchers through a dedicated customer account.

Preparation for Using Gift Vouchers

Create a new Standard Remark called Gift Voucher containing the information you want to appear on your gift vouchers (for example: what products and services the voucher can be used for, when it expires, prompts for Total Value $, Name, Address, Contact Number).

Create a new Customer Account called GIFT. Sales and redemption of all gift vouchers will be processed against this customer account.

Selling a Gift Voucher

Receipt the money to the GIFT customer account, entering the customer's name in the Comment field.

Create the Gift Voucher by processing a zero dollar Unallocated Invoice against the GIFT customer account, with no products or quantities selected.

Insert the Standard Remark called Gift Voucher to insert the general voucher information onto the voucher and type in the information specific to this voucher such as Total Value $, Name, Address, Contact Number.

Performing an Enquiry on Gift Vouchers

Perform a customer enquiry against the GIFT customer account and select any invoice to view further details.

Redeeming a Gift Voucher

Perform a customer enquiry on the GIFT customer account to ensure that the voucher has not been redeemed previously.

Process a normal invoice against the '1' (Cash) customer account with products, quantities etc.

On the invoice payment information screen, select GIFT in the Other field so as to apply payment from the GIFT customer account where the voucher money was originally receipted, then:

• If the gift voucher amount equals the invoice amount: Finalise payment
• If the gift voucher amount is less than the invoice amount: Enter the difference against the appropriate payment type such as Cash then finalise payment
• If the gift voucher is greater than the invoice amount by less than $5: Enter the difference as a negative amount in the Cash field then finalise payment. This amount will be deducted from the cash received for the day and is the amount that you will pay to the customer in cash
• If the gift voucher is greater than the invoice amount by more than $5: Enter the difference as a negative amount in the Cash field then finalise payment. You will then need to issue the customer with a new gift voucher for the balance