How to post the Gift card
- Add an item gift card to your items
- If the person purchasing the GC is not a patient, it is up to the practice if they want to create a profile or use the profile of the current patient.
- Go into the financials
- Add item
- Add payment
How to post a gift card that has been used
- Go to financials of the patient who is using GC
- Add item
- Add patient payment
- Then select payment type as GC
- Post
If a patient does not use the entire GC
- Add the items
- Add payment
- Add the full amount that GC is for (example GC is $100 only bought $50 sunscreen)
- Distribute
- Then post
- You will be left with a credit or unnaplied amount for later use.
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