Purchasing gift certificates

Purchasing gift certificates

Create an invoice the same as any other invoice for patients.

  1. Click ‘bill client' from the left toolbar.
  1. Select a practitioner and patient.
  2. Select the gift card purchase code from the dropdown.
  3. Enter the value of the gift card under amount.
  4. Click payment, the gift certificate entry window will open.

  1. Enter the above information, tracking ID, select a type from the dropdown, and enter an expiry date if applicable.
  2. Click save, this window will close, and the payment entry window will open.
  3. Enter payment details and click post.
    1. Click here to review applying a payment.

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