Introduction: Gift Certificates

Overview

There are two methods for processing gift certificates in Tyler:

Method A:
‘GIFT’
Choose this option to create a separate A/R Credit Memo account for each gift certificate that is sold. To use this method you must first set up an account named ‘GIFT’ in A/R Master (12-20). This account is then used to sell the gift certificate to the customer. The Credit Memo account that is created during the sale is used to redeem the gift certificate.

Method B:
‘*GIFT’
Select this option to record all gift certificates in one A/R account. To use this method, you must first set up an account named ‘*GIFT ‘ in A/R Master (12-20). This account is used to sell and redeem the gift certificate.

Please view the following tutorials for instructions on selling and redeeming gift certificates using both of these methods:

Video

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