Need help with "Other Gift Card or Certificate"

[GLICC]

Hello,

We print and sell our own gift certificates.   

Here is the scenario at issue:  a customer owes $20.00 and they give me our printed gift certificate for $5.00, I then navigate to the "Other Gift Card or Certificate" payment option and enter "$5.00".  I am then greeted with a "Transaction finished" screen and my only option is to start a new transaction...  Why doesn't it reduce the total from the transaction by $5.00 and prompt for payment for the remaining $15.00?  

Am I doing something wrong or is there truly no way to make this system work?  I contacted support and they told me that this is a "feature request" and that I would need to make another transaction (a new sale) for the remaining balance...this makes no sense to me.  

Any help would be appreciated.  

Thanks.  

[TheRealChipA · Accepted solution]

Hey @GLICC.  I think the problem here is just one of how you are choosing to record the payment.

When you go to record the payment, if the gift certificate only partially pays the cost of the transaction, then you would want to start by clicking “Split payment” at the top right of the payment screen.  See screen shot #1 below.  This will allow you to specify how much the certificate is for and record that portion only to “other gift card or certificate.”  Then you can have the customer pay the balance however they want — cash, card, etc.  

It sounds like you are immediately going to “other gift card or certificate” without initiating the split payment function.  This is definitely designed to record the entire transaction as other gift card or certificate.

Both options are available.  You just have to always remember to record split payments by using the split payment button on the payment screen.

[GLICC]

Thank you for the response.  This fully answers my question.