Gift certificate redemption is managed in the software using accounts receivable vouchers. You can configure registration so gift certificates are automatically redeemed for your customers during registration.
You can configure vouchers to apply to everyone who registers or you can specify voucher redemption to:
- A specific event
- A specific event category, class and/or type
- Registrant account - If a voucher is limited to a specific account, the voucher is only applied in public registration if the order account matches the specified account. If the order account does not match the account specified in the allocation, the voucher is not applied.
- Registrant type - If a voucher is limited to a specific registrant type (or multiple registrant types), the voucher is only applied if the specified registrant type is available in the Registration Types section of the the Registration Setup screen, and if the registrant selects the specified registrant type during registration. If the registrant type does not exist on the event or the registrant does not choose the specified registrant type during registration, the voucher is not applied.
You configure these specifications when you create the voucher on the Allocations tab. See Redeem Gift Certificates and Scholarships for details on creating vouchers and setting up allocations.
After you create the accounts receivable voucher, you need to add it to the registration configuration for use as an automatic voucher:
- Click the Events link from the Main Menu. The Events page opens.
- Select the event with the registration setup.
- Right-click and select Tools -> Registration -> Registration Setup. The Edit Registration Setup window opens.
- Select the Automatic Vouchers tab.
- Click the Add button. The Add Automatic Vouchers window opens.
- Enter the necessary information:
- Voucher Reference - Select the reference code for the voucher you want to add.
- Apply Payment Of - Enter the amount for the payment and select if the amount is in a currency or percentage.
- Amount Applied To - Select if the amount is applied to:
- Per Order - Voucher is applied once to the entire order.
- Per Registrant - Voucher is applied once to each registrant on the order.
- Number Available - Number of vouchers available for use. Once the number of available vouchers is reached, the voucher no longer applies. Entering zero (0) is considered unlimited use.
- Sort Sequence - Determines the order the voucher appears on the Payments page in public registration. This is useful if you are using multiple vouchers on a single registration configuration.
- Exclude Add-on Items - If checked, the voucher does not apply to registration add-on items.
- Exclude Function Items - If checked, the voucher does not apply to function order item.
- Exclude Merchandise Items - If checked, the voucher does not apply to merchandise items.
- Active - If checked, the voucher is automatically applied during public registration. If unchecked, the voucher is not automatically applied.
- Click OK. When a registrant registers in public registration, if they meet the requirements for the automatic voucher, the voucher is automatically applied.
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