Viewing a Customer's Gift Certificates (YMCAs & JCCs)

From the Gift Certificates page, users can view a customer's active and non-active gift certificates, as well as the associated orders and remaining balances on the gift certificates. For information on the back office setup required for gift certificates, please see Gift Certificate Back Office Setup.

To view a customer's gift certificates, select Gift Certificates from the Financials tab on the Customer Summary.  The Gift Certificates page will display, as shown below.

The Gift Certificates screen displays the following information:

• Gift Certificate No.
  This is the number of the gift certificate that is used for redemption.
• Order No.
  This is the order number of the gift certificate order.
• Issue Date
  This is the date the certificate was sold.
• Expiration Date
  This is the date the certificate will expire.
• Original Amt.
  This is the initial value of the certificate.
• Remaining Amt.
  This is the remaining value of the certificate.
• Active
  This shows whether the gift certificate order is active and available for use.

To view the gift certificate details, click the hyperlinked Gift Certificate No. The Gift Certificate Details page displays, as shown below.

This screen displays the following information:

• Gift Redemption ID
  This is the sequential system tracking number for the redemption.
• Redemption Order No.
  This is the order the gift certificate was used for payment.
• Batch No.
  This is the batch used to receipt the payment.
• Redeemed Amt.
  This is the amount of payment received.
• Receipt No.
  This is the transaction receipt number.

To view the order associated with the gift certificate, select View in Orders from the contextual menu in the grid.